Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client portfolios.
- Company: Join a respected St. James’s Place Partner Practice known for bespoke wealth management.
- Benefits: Enjoy a competitive salary, excellent benefits, and career progression opportunities.
- Why this job: Be part of a supportive team that values integrity and client relationships.
- Qualifications: Must be SJP-qualified with CAS status and 2+ years in wealth management.
- Other info: Focus on building trusted client relationships with comprehensive support.
The predicted salary is between 36000 - 60000 £ per year.
Location: Harrow, Northwest London
Salary: Up to £50,000 (DOE) + Excellent Benefits + Career Progression
Are you a qualified SJP Advisor with CAS status and a strong background in wealth management? Do you thrive in a client-focused environment where long-term relationships and tailored solutions are the priority?
We’re working with a highly regarded St. James’s Place (SJP) Partner Practice that specialises in bespoke wealth management services. Known for their personal and holistic approach, they offer expert advice across retirement planning, investment strategies, and broader financial consulting—all tailored to each client’s individual goals.
The Role:
This is an excellent opportunity to join a dynamic and supportive team, providing first-class service to a diverse client base with assets ranging from £2,000 to several million. The firm provides exceptional paraplanning, admin, and compliance support, allowing you to focus on what matters most—building trusted client relationships and delivering quality advice.
Key Responsibilities:
- Provide holistic financial advice and manage a portfolio of clients
- Conduct end-to-end client reviews and handle disinvestments
- Submit cases and manage planning processes efficiently
- Maintain client relationships and support ongoing service needs
- Coordinate and attend client meetings
Requirements:
- SJP-qualified Financial Advisor with CAS
- Diploma Qualified
- Proven experience (2 years) in wealth management and client servicing
- Strong understanding of financial planning processes and SJP systems
- Professional, personable, and relationship-driven
Why Apply?
- Competitive salary up to £50,000 (DOE)
- Excellent benefits package
- Genuine career progression opportunities within a growing, respected practice
- Join a team that values integrity, collaboration, and client care
Ready to take the next step in your career? Please send your CV or get in touch with Sam at samn@financialdivisions.co.uk to find out more.
Financial Advisor employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with current SJP Advisors or professionals in wealth management. Attend industry events or webinars to connect with potential colleagues and learn more about the culture at the practice you're interested in.
✨Tip Number 2
Research the specific services offered by the St. James’s Place Partner Practice you’re applying to. Understanding their unique approach to client relationships can help you tailor your conversations during interviews.
✨Tip Number 3
Prepare to discuss your previous client success stories in detail. Highlight how you've built long-term relationships and provided tailored financial solutions, as this aligns with the firm's focus on personalised service.
✨Tip Number 4
Familiarise yourself with the latest trends in wealth management and financial planning. Being knowledgeable about current market conditions and investment strategies will demonstrate your commitment to the role and impress potential employers.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as an SJP-qualified Financial Advisor with CAS status. Emphasise your experience in wealth management and client servicing, showcasing specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for providing holistic financial advice. Mention your understanding of financial planning processes and how you can contribute to building trusted client relationships within the firm.
Highlight Relevant Experience: In your application, focus on your proven experience in wealth management. Provide examples of how you've successfully managed client portfolios and conducted end-to-end client reviews, demonstrating your ability to deliver quality advice.
Showcase Your Client-Focused Approach: Illustrate your commitment to client care in your application. Discuss how you prioritise long-term relationships and tailored solutions, which are key aspects of the role at the St. James’s Place Partner Practice.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Client-Centric Approach
As a Financial Advisor, it's crucial to demonstrate your ability to build long-term relationships with clients. Prepare examples of how you've tailored financial solutions to meet individual client needs and how you prioritise their goals.
✨Highlight Your Wealth Management Experience
Make sure to discuss your previous experience in wealth management, particularly any specific achievements or challenges you've overcome. This will help the interviewers understand your expertise and how it aligns with their practice.
✨Understand the SJP Systems
Familiarise yourself with the St. James's Place systems and processes. Being knowledgeable about their approach will show that you're proactive and ready to integrate smoothly into their team.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of scenarios where you've had to manage client expectations or navigate complex financial situations, and be ready to discuss these in detail.
