At a Glance
- Tasks: Provide expert financial advice and support to clients while building strong relationships.
- Company: Join Rhodes Wealth Management, a dynamic team under St. James's Place, focused on client success.
- Benefits: Enjoy remote work flexibility, ongoing training, and a supportive team environment.
- Why this job: This role offers growth opportunities in finance and a chance to make a real impact.
- Qualifications: Must have a minimum Diploma Level 4 and experience in financial services.
- Other info: Work from a beautiful barn conversion in Brailsford, Ashbourne.
The predicted salary is between 28800 - 48000 £ per year.
Join our fun and dynamic team as a Remote Wealth Management Consultant!
In order to maintain and support the growth of Rhodes Wealth Management, we are currently looking to recruit a Remote Wealth Management Consultant to join our fun and dynamic Practice.
The highly motivated and driven candidate will join a respected Senior Partner Practice of St. James’s Place and be given full support to achieve both individual and Practice goals. The successful candidate will be expected to maintain the high standards set within the Practice and demonstrate superior levels of both technical knowledge and client care.
This is an exciting new opportunity to work and learn from an experienced Adviser team whilst servicing and advising a loyal client bank. We will help you build and develop your skills in the financial services industry to set you up for the next step in your career. The role will be based at our beautiful barn conversion in Brailsford, Ashbourne, in a fun and flexible working environment. You will be given full back office and operational support designed to free you up to spend as much of your time as possible with your clients.
Your key responsibilities will include:
- Provide professional, attentive and proficient advice to all clients
- Recommend the appropriate and relevant solutions to suit your client’s needs
- Renew client relationships and support with missing advice gaps
- Willingness to travel as required (Although this will be limited due to the role being Remote)
- Ensure all regulatory documentation is completed in a compliant and timely manner
- Uphold the standards of service set by RWM and St. James’s Place always
Your experience, skills and qualifications should include:
- Minimum Diploma Level 4
- Experience within the financial services industry and previously achieved Competent Adviser Status
- Ambitious, target driven and an ability to work under pressure to meet deadlines
- The ability to communicate complex information clearly and simply
- Passionate about providing high quality client service
- Motivated to succeed and develop yourself and others within the RWM team
As a representative of RWM, Advisors are expected to conduct themselves in a courteous and professional manner at all times, be committed to personal development and build strong business relationships both internally and externally. By joining a large, successful Practice like RWM, you will have access to the following resources to enable you to meet your goals:
- Ongoing training, business development and mentoring
- Targeted bonus structure
- Access to existing RWM clients
- Full back office support (including reception, IT, administration and experienced paraplanning)
- The support of St. James’s Place’s development team
- Fantastic working environment in newly refurbished offices
Application Process:
To apply for this exciting new role, please send an up to date CV and covering letter to rwm@sjpp.co.uk. The application window closes on Thursday 1st May.
To get in touch with us, please contact us via the phone number or email below.
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Remote Wealth Management Consultant More details employer: Rhodes Wealth Management Ltd
Contact Detail:
Rhodes Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Wealth Management Consultant More details
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding current trends and regulations will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or connect with current employees on LinkedIn to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your client care approach. Think of examples where you've successfully built relationships or resolved client issues, as this role emphasises high-quality service.
✨Tip Number 4
Show your ambition and drive during the interview. Be ready to share your career goals and how you plan to contribute to the growth of Rhodes Wealth Management.
We think you need these skills to ace Remote Wealth Management Consultant More details
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly any roles where you've achieved Competent Adviser Status. Emphasise your Diploma Level 4 qualification and any specific skills that align with the responsibilities of a Wealth Management Consultant.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client service and your motivation to succeed within the RWM team. Mention how your skills and experiences make you a great fit for the role and how you can contribute to maintaining the high standards set by the Practice.
Showcase Your Communication Skills: Since the role requires clear communication of complex information, consider including examples in your application that demonstrate your ability to simplify financial concepts for clients. This could be through previous job experiences or specific projects.
Highlight Your Ambition and Team Spirit: The company values ambitious and target-driven individuals. Use your application to illustrate your career goals and how you plan to develop yourself and others within the team. Mention any past experiences where you worked collaboratively to achieve targets.
How to prepare for a job interview at Rhodes Wealth Management Ltd
✨Showcase Your Technical Knowledge
As a Remote Wealth Management Consultant, it's crucial to demonstrate your understanding of financial services. Be prepared to discuss your Diploma Level 4 and any relevant experience that showcases your technical expertise.
✨Emphasise Client Care
Highlight your passion for providing high-quality client service. Share examples of how you've successfully built and maintained client relationships in the past, as this role heavily focuses on client care.
✨Demonstrate Your Ambition
The company is looking for motivated and target-driven individuals. Be ready to discuss your career goals and how you plan to achieve them within the RWM team, showing that you're eager to develop yourself and contribute to the practice.
✨Prepare for Regulatory Questions
Since compliance is key in this role, brush up on regulatory documentation processes. Be prepared to answer questions about how you ensure compliance and maintain high standards of service in your previous roles.