Senior Financial Advisor: Strategic Wealth & Planning

Senior Financial Advisor: Strategic Wealth & Planning

Full-Time 49500 - 60500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide tailored financial advice and build long-term client relationships.
  • Company: St. James’s Place, a leader in wealth management.
  • Benefits: Innovative tech support, marketing resources, and a focus on client service.
  • Other info: Join a dynamic team with opportunities for professional growth.
  • Why this job: Make a real difference in clients' financial futures with expert guidance.
  • Qualifications: Experience in financial advising and strong relationship-building skills.

The predicted salary is between 49500 - 60500 £ per year.

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James’s Place is seeking an Experienced Financial Adviser to provide comprehensive advice to a portfolio of clients, building long-term relationships and delivering tailored solutions across investments, retirement planning, estate planning, protection, and tax-efficient strategies.

You will be supported by innovative technology, marketing, and administrative resources to focus on exceptional client service.

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Senior Financial Advisor: Strategic Wealth & Planning employer: St. James's Place

At SJP, we pride ourselves on being an exceptional employer, offering a dynamic hybrid work environment in Cirencester or Bristol that fosters collaboration and professional growth. Our commitment to employee development is evident through continuous training opportunities and a supportive culture that values integrity and excellence, ensuring you thrive while delivering expert technical support in the fast-paced financial services sector. With competitive benefits, including a generous parental leave policy and a discretionary bonus scheme, we empower our team to achieve both personal and professional success.

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Contact Details:

St. James's Place Recruitment Team

We think you need these skills to ace Senior Financial Advisor: Strategic Wealth & Planning

Client Relationship Management
Investment Strategies
Retirement Planning
Estate Planning
Protection Solutions
Tax-Efficient Strategies
Financial Analysis