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- Tasks: As a Wealth Manager, you'll build lasting client relationships and provide tailored financial advice.
- Company: Join Franklyn Wealth Management, a top partner of SJP, known for its collaborative culture.
- Benefits: Enjoy bespoke support, streamlined admin, and exceptional marketing resources to enhance your client interactions.
- Why this job: This role offers a chance to grow in a supportive environment focused on client success and teamwork.
- Qualifications: Must have experience in Wealth Management and relevant qualifications (DipFA, IAD, CISI or equivalent).
- Other info: You'll receive training on SJP's investment strategies and access to a bank of clients.
The predicted salary is between 43200 - 72000 £ per year.
Franklyn Wealth Management, one of SJP’s most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR level 4 qualification), or be working towards their Level 4 qualification. Are you: Someone who has a client-centric approach and mindset Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Someone who cares deeply about best practice, strong team spirit and positive client outcomes How will SJP support you: We will provide bespoke support, to smooth your transition into our business: Existing client servicing opportunities with both private and corporate clients Specialist advice and technical support Exceptional marketing support Streamlined administration allowing more face-to-face time with clients You will receive support and training to understand St. James’s Place and our investment proposition and will be provided with a bank of clients to develop relationships with. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. SJP will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration. This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives. If this sounds like the next step for you, please apply.
Wealth Manager employer: Franklyn
Contact Detail:
Franklyn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, seminars, or webinars to meet potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.
✨Tip Number 2
Research Franklyn Wealth Management and St. James’s Place thoroughly. Understand their values, client approach, and investment strategies. This knowledge will help you align your experience and mindset with their expectations during discussions.
✨Tip Number 3
Prepare to discuss your client-centric approach in detail. Think of specific examples where you've successfully built lasting relationships with clients, as this is a key quality they are looking for in a candidate.
✨Tip Number 4
Stay updated on the latest trends in wealth management and financial services. Being knowledgeable about current market conditions and regulatory changes will demonstrate your commitment to the field and your ability to provide informed advice.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in Wealth Management or any relevant financial services field. Use specific examples that demonstrate your client-centric approach and ability to build strong relationships.
Showcase Qualifications: Clearly state your qualifications, such as DipFA, IAD, CISI, or any equivalent QCF RDR level 4 qualification. If you are working towards your Level 4 qualification, mention this as well to show your commitment to professional development.
Demonstrate Client Focus: In your application, convey your passion for providing exceptional client service. Share anecdotes that illustrate how you prioritize client needs and achieve positive outcomes.
Express Enthusiasm for Collaboration: Convey your excitement about working in a collaborative environment. Mention how you value teamwork and how it contributes to achieving the best results for clients.
How to prepare for a job interview at Franklyn
✨Show Your Client-Centric Mindset
During the interview, emphasize your client-centric approach. Share specific examples of how you've built strong relationships with clients in the past and how you prioritize their needs.
✨Demonstrate Your Qualifications
Be prepared to discuss your qualifications in detail. If you're working towards your Level 4 qualification, explain your progress and how it aligns with the role. Highlight any relevant experience in Wealth Management or financial services.
✨Highlight Team Spirit and Collaboration
Since the company values a strong team spirit, talk about your experiences working in collaborative environments. Share instances where teamwork led to positive client outcomes or improved processes.
✨Prepare for Technical Questions
Expect questions related to financial advice and investment propositions. Brush up on your knowledge of best practices in Wealth Management and be ready to discuss how you would apply this knowledge in real-world scenarios.
