Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide bespoke financial advice and support clients in wealth management.
- Company: Join an award-winning FTSE100 company with a strong reputation.
- Benefits: Enjoy competitive salary, 25 days annual leave, and ongoing training.
- Why this job: Grow your career in a dynamic environment with excellent support.
- Qualifications: Must have Level 4 Diploma in Financial Planning and 1 year of experience.
- Other info: Flexibility required for travel between Moorgate and Kent locations.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Clarence Place Wealth Management Ltd is a Partner Practice of St. James\’s Place Wealth Management, an award winning FTSE100 company specialising in wealth management services. We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Due to expansion demands we are looking for a qualified Financial Adviser to join our busy team.
Responsibilities
The role itself will be based across two locations – Moorgate, EC2 and Kent, DA12; therefore flexibility and a willingness to travel is essential. This is a fantastic opportunity to further your career, develop skills and progress within a successful and growing Practice, all backed up by the resources and knowledge of a leading and awarding FTSE100 company. Ongoing development and training will be available and full admin support will also be provided. Networking will be necessary alongside attending company events when required.
Qualifications and Requirements
- Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months\’ experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.
- Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages, well presented and able to communicate effectively with clients.
Details
Core office hours are 9am to 5pm Monday to Friday (however flexibility will be required) with 25 days annual leave. Salary is dependent on qualification and experience levels.
Full details are available upon request. Please provide your FCA number upon application.
Job Type: Full-time
Application questions
- What is the highest level of education you have completed?
Experience
- Advising Clients: 1 year (preferred)
Licence/Certification
- Level 4 qualification in Financial Advice (preferred)
#J-18808-Ljbffr
Financial Adviser - St. James\'s Place employer: Clarence Place Wealth Management Ltd
Contact Detail:
Clarence Place Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - St. James\'s Place
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly explain your experience and what makes you a great fit for the role. We suggest rehearsing with friends or family to get comfortable talking about your skills and achievements.
✨Tip Number 3
Be proactive! If you see a job you like, don’t wait around. Apply through our website and follow up with a friendly email to express your enthusiasm. It shows initiative and can help you stand out from the crowd.
✨Tip Number 4
Stay flexible and open-minded. The role may require travel between locations, so being adaptable is crucial. Show that you’re willing to go the extra mile, and we’ll appreciate your commitment to the team!
We think you need these skills to ace Financial Adviser - St. James\'s Place
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your Level 4 qualification and any relevant experience you have in financial planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your experience aligns with our values at Clarence Place Wealth Management. Keep it engaging and personal!
Showcase Your Communication Skills: As a Financial Adviser, communication is key. In your application, demonstrate your ability to convey complex information clearly. We love candidates who can connect with clients effectively, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Clarence Place Wealth Management Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around retirement planning, investment strategies, and tax regulations. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in helping clients.
✨Showcase Your Experience
Prepare specific examples from your past experience where you've successfully advised clients. Highlight your track record in providing excellent financial planning advice and how you've navigated compliance issues. This will demonstrate your capability and reliability as a Financial Adviser.
✨Be Ready to Network
Since networking is a key part of the role, think about how you can engage with potential clients and colleagues. Prepare some questions or topics to discuss that can help you connect with others during the interview. This shows you're proactive and ready to build relationships.
✨Flexibility is Key
Given the travel requirements for this position, be prepared to discuss your flexibility and willingness to work across different locations. Share any relevant experiences where you've adapted to changing circumstances, as this will highlight your commitment to the role.