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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 success and support.
- Benefits: Enjoy bespoke support, streamlined admin, and exceptional marketing to enhance your client interactions.
- Why this job: This role offers a collaborative environment focused on meaningful client outcomes and professional growth.
- Qualifications: Must have experience in Wealth Management and relevant qualifications (DipFA, IAD, CISI or equivalent).
- Other info: You'll receive training and access to a bank of clients to kickstart your advisory career.
The predicted salary is between 36000 - 60000 £ 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 field. Attend industry events, seminars, or webinars to connect with 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, investment propositions, and client servicing approach. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your client-centric approach and how you've successfully built relationships in the past. Be ready to share specific examples that highlight your ability to provide exceptional financial advice and achieve positive outcomes for clients.
✨Tip Number 4
Familiarize yourself with the latest technology and tools used in wealth management. Being knowledgeable about these resources can set you apart and show that you're ready to leverage them to enhance client interactions and streamline processes.
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
✨Showcase Your Client-Centric Approach
During the interview, emphasize your experience in building strong relationships with clients. Share specific examples of how you've successfully addressed client needs and provided tailored financial advice.
✨Demonstrate Your Qualifications
Be prepared to discuss your qualifications in detail, including any relevant certifications like DipFA or CISI. If you're working towards your Level 4 qualification, mention your progress and commitment to achieving it.
✨Highlight Team Spirit and Collaboration
Since the role emphasizes a strong team spirit, talk about your experiences working collaboratively with colleagues. Illustrate how you contribute to a positive team environment and support your peers in achieving common goals.
✨Prepare for Technical Questions
Expect questions related to wealth management practices and investment strategies. Brush up on current market trends and be ready to discuss how you would apply your knowledge to benefit clients effectively.
