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- Tasks: Join us as a Trainee Wealth Manager, building relationships and providing financial advice.
- Company: St. James's Place is the UK's largest Wealth Manager, helping clients achieve their financial goals.
- Benefits: Enjoy bespoke support, marketing assistance, and streamlined admin for more client interaction.
- Why this job: This role offers a collaborative environment focused on genuine client needs and professional growth.
- Qualifications: We're looking for proactive, ambitious individuals with a customer-centric mindset.
- Other info: Full-time position with opportunities for career progression in a leading financial services firm.
The predicted salary is between 24000 - 36000 £ per year.
Direct message the job poster from St. James’s Place
Helping Financial Advice Professionals to Join, Align and Establish a Partnership with a FTSE100 company.
Are you an ambitious professional looking to progress your career?
St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion plans and are looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.
Who we’re looking for:Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitiousCustomer centric approach and mindsetEngage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectivesCapability of working to a target efficiently and maximising the potential of every opportunityA focus on best practice, strong team spirit, positive client outcomes and experienceThe ability to engage successfully with new leads and new clients efficiently
How SJP will support you:
We will provide bespoke support, to smooth your transition into our business.Existing client servicing opportunities with both private and corporate clientsAccess to our distinctive approach to investment managementThe St. James’s Place Advice Guarantee*Specialist advice and technical supportExceptional marketing support, including client eventsThe power of the St. James’s Place brandStreamlined administration allowing more face-to-face time with clients
You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need.You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.
This is a fantastic opportunity for an experienced or aspiring 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 above.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Sales, Business Development, and Customer Service
-
Industries
Financial Services, Accounting, and Banking
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Trainee Wealth Manager employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Manager
✨Tip Number 1
Network actively within the financial services industry. Attend events, webinars, and workshops where you can meet professionals from St. James's Place and other wealth management firms. Building relationships can lead to referrals and insider information about job openings.
✨Tip Number 2
Research the company culture at St. James's Place. Understanding their values and mission will help you align your approach when engaging with potential clients and colleagues, showcasing that you are a good fit for their team.
✨Tip Number 3
Prepare to demonstrate your customer-centric mindset during interviews. Think of specific examples where you've successfully built relationships or provided exceptional service, as this is crucial for a role in wealth management.
✨Tip Number 4
Familiarise yourself with the latest trends in financial planning and investment management. Being knowledgeable about current market conditions and financial products will not only impress interviewers but also prepare you for client interactions.
We think you need these skills to ace Trainee Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Trainee Wealth Manager. Emphasise your customer-centric approach, ability to build relationships, and any previous sales or financial advisory experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and motivation for joining St. James's Place. Mention specific reasons why you want to work with them and how you can contribute to their goals of providing high-quality financial advice.
Showcase Your Proactivity: In your application, provide examples of how you've taken initiative in past roles. This could include instances where you successfully engaged clients or exceeded targets, demonstrating your self-starter attitude.
Highlight Team Spirit and Collaboration: St. James's Place values a strong team spirit. Include examples in your application that illustrate your ability to work collaboratively with others, whether in a professional setting or through group projects.
How to prepare for a job interview at St. James’s Place
✨Show Your Ambition
As a Trainee Wealth Manager, it's crucial to demonstrate your ambition and drive. Share specific examples of how you've proactively pursued opportunities in your career, whether through education, networking, or previous roles.
✨Understand Client Needs
Highlight your customer-centric approach by discussing how you would engage with clients to understand their financial objectives. Prepare to give examples of how you've built rapport with clients in the past, showcasing your ability to listen and respond to their needs.
✨Demonstrate Team Spirit
St. James's Place values collaboration, so be ready to discuss how you've worked effectively within a team. Share experiences where you contributed to a positive team outcome, emphasising your commitment to best practices and client satisfaction.
✨Prepare for Target-Driven Questions
Since the role involves working towards targets, prepare for questions about how you handle pressure and meet goals. Think of specific instances where you've successfully maximised opportunities and achieved results, and be ready to discuss your strategies.
