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For Companies At a Glance
- Tasks: Manage client relationships and provide tailored financial advice in a supportive team.
- Company: Join a growing St. James's Place Partner Practice in North London.
- Benefits: Competitive salary, validation-based earnings, and excellent support.
- Why this job: Make a real impact in clients' financial lives while advancing your career.
- Qualifications: Diploma-qualified (Level 4) with CAS status and 2 years' advising experience.
- Other info: Collaborative culture with genuine opportunities for professional growth.
The predicted salary is between 40000 - 50000 £ per year.
Job Description
Location: North London + Salary: £40,000 – £50,000 (DOE) + Validation + Benefits + Hours: Full-time, Office-Based
About the Practice
A successful and growing St. James’s Place Partner Practice based in North London is seeking a Diploma-Qualified, CAS Financial Adviser to join their expanding team. The Practice provides holistic financial planning and wealth management to a loyal and diverse client base, with a reputation for delivering exceptional service and long-term results.
This is an exciting opportunity to join a supportive, forward-thinking environment that values collaboration, professional growth, and client care.
The Role
Due to continued growth, the Practice is looking for a Diploma-qualified (Level 4)CAS Adviser with a minimum of 2 years’ experience to take on an existing client book and further develop client relationships while generating new business opportunities.
You’ll benefit from a strong operational structure, comprehensive administrative and paraplanning support, and access to excellent resources through St. James’s Place Wealth Management.
Key Responsibilities
- Manage and service an established client bank, providing high-quality, compliant financial advice.
- Build and nurture strong, long-term client relationships based on trust and professionalism.
- Conduct in-depth financial reviews and deliver tailored planning solutions across pensions, investments, protection, and IHT planning.
- Identify and develop new business opportunities through referrals, networking, and recommendations.
- Collaborate with the Partner and wider team to maintain outstanding client service standards.
- Keep up to date with SJP propositions, compliance, and regulatory changes.
About You
- Diploma-qualified (Level 4) with CAS status and a minimum of 2 years’ advising experience.
- Experience within an SJP Partner Practice or a similar wealth management environment.
- Excellent communication and client relationship skills.
- Proactive, professional, and committed to delivering exceptional client outcomes.
- Strong technical understanding across all areas of financial planning.
- Collaborative and team-oriented approach with a client-first ethos.
What’s on Offer
- Competitive salary of £40,000 – £50,000, depending on experience.
- Additional validation-based earnings.
- An existing client book to service and grow.
- Excellent administrative and paraplanning support.
- Supportive, professional culture with genuine career progression.
- A chance to join a respected and expanding SJP Partner Practice with modern North London offices.
Financial Adviser-St. James\'s Place Partner Practice -Salary:£40,000-£50,000 (DOE)+Validation+... employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser-St. James\'s Place Partner Practice -Salary:£40,000-£50,000 (DOE)+Validation+...
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant groups on social media, and don’t be shy about reaching out to current employees at St. James's Place. Building relationships can open doors that you didn’t even know existed.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and qualifications. Share specific examples of how you've successfully managed client relationships or generated new business. This will help you stand out as a candidate who knows their stuff!
✨Prepare for the Interview
Do your homework before the interview! Understand the company’s values, recent news, and their approach to financial planning. Prepare questions that show your interest in their practice and how you can contribute to their success. This will demonstrate your enthusiasm and commitment.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at St. James's Place. Let’s get you that dream job!
We think you need these skills to ace Financial Adviser-St. James\'s Place Partner Practice -Salary:£40,000-£50,000 (DOE)+Validation+...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Financial Adviser. Highlight your Diploma qualifications, CAS status, and relevant experience in wealth management. We want to see how your skills align with 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 financial advising and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build and maintain strong client relationships. Share examples of how you've delivered exceptional service in the past. We value trust and professionalism, so make sure that shines 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’re considered for this exciting opportunity. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions, investments, and IHT planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role is all about trust and professionalism, so be ready to share stories that highlight your communication skills and client-first approach.
✨Understand the Practice
Do your homework on St. James's Place and their values. Familiarise yourself with their propositions and recent developments. This will help you align your answers with what they’re looking for and demonstrate your enthusiasm for joining their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about their operational structure or how they support advisers in developing new business opportunities. It shows you're engaged and thinking about how you can contribute to their success.
