Financial Adviser Apply now

Financial Adviser

Liverpool Full-Time 36000 - 60000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Help clients with life-changing financial advice and build long-term relationships.
  • Company: St. James’s Place is a leading financial services company focused on empowering individuals.
  • Benefits: Enjoy autonomy, flexibility, and the chance to grow your own business.
  • Why this job: Join a supportive culture that values meritocracy and offers a rewarding career path.
  • Qualifications: Ideal candidates are self-motivated, entrepreneurial, and skilled in relationship building.
  • Other info: No prior financial knowledge required; just bring your passion and drive!

The predicted salary is between 36000 - 60000 £ per year.

Job Description Are you ready for change? Have you considered building your own Business? Are you ready to embark on a rewarding career that gives you greater control of your working life? The St. James’s Place Financial Adviser Academy can help you. Locations: Greater Manchester, Liverpool, Cheshire and across the UK About the job A new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. Launch a rewarding career. Grow a successful business. Build long-term relationships. Offer life-changing advice. We’re looking for individuals with: – A successful track record in your existing career or business – An entrepreneurial and self-motivated nature – Demonstrable ability to develop relationships – Discussion, questioning and negotiating skills – Research, information provision and recommendation skills – Maintaining client records, technical and compliance requirements – Time management skills your time and resources effectively How to become a financial adviser: You don’t need to be great at maths or have knowledge of the financial sector to become a su…

Financial Adviser employer: St. James's Place Financial Adviser Academy

At St. James’s Place, we pride ourselves on being an exceptional employer that empowers our Financial Advisers to take control of their careers while enjoying a supportive and dynamic work culture. With locations across Greater Manchester, Liverpool, Cheshire, and beyond, we offer unparalleled flexibility, autonomy, and opportunities for personal and professional growth, allowing you to build a successful business and make a meaningful impact in clients' lives.
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Contact Detail:

St. James's Place Financial Adviser Academy Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Adviser

✨Tip Number 1

Network with professionals in the financial sector. Attend local events or join online forums where you can connect with current financial advisers. This will not only give you insights into the role but also help you build relationships that could lead to referrals.

✨Tip Number 2

Research the St. James’s Place Financial Adviser Academy thoroughly. Understand their values, culture, and what they look for in candidates. Tailoring your approach to align with their mission can set you apart from other applicants.

✨Tip Number 3

Develop your negotiation and questioning skills. Consider taking workshops or online courses that focus on these areas. Being able to effectively communicate and negotiate is crucial in building long-term client relationships.

✨Tip Number 4

Showcase your entrepreneurial spirit. Think of ways you can demonstrate your self-motivation and ability to manage time and resources effectively. This could be through past experiences or projects that highlight your initiative.

We think you need these skills to ace Financial Adviser

Entrepreneurial Mindset
Relationship Building
Negotiation Skills
Communication Skills
Time Management
Research Skills
Client Management
Problem-Solving Skills
Adaptability
Self-Motivation
Attention to Detail
Compliance Knowledge
Presentation Skills
Networking Skills

Some tips for your application 🫡

Understand the Role: Take the time to thoroughly read the job description for the Financial Adviser position. Understand the skills and qualities that St. James’s Place is looking for, such as entrepreneurial spirit and relationship-building abilities.

Tailor Your CV: Customize your CV to highlight your successful track record and relevant experiences. Emphasize any entrepreneurial ventures or roles where you demonstrated strong negotiation and relationship management skills.

Craft a Compelling Cover Letter: Write a cover letter that reflects your motivation for applying to St. James’s Place. Discuss how your background aligns with their values of autonomy and meritocracy, and express your enthusiasm for building long-term client relationships.

Highlight Relevant Skills: In your application, make sure to showcase your time management skills and ability to maintain client records. Provide examples of how you've effectively managed resources in previous roles to demonstrate your suitability for the position.

How to prepare for a job interview at St. James's Place Financial Adviser Academy

✨Show Your Entrepreneurial Spirit

Demonstrate your self-motivation and entrepreneurial mindset during the interview. Share examples from your past experiences where you took initiative or led a project, showcasing your ability to build and grow a business.

✨Highlight Relationship-Building Skills

Since this role emphasizes developing long-term relationships, be prepared to discuss how you've successfully built rapport with clients or colleagues in previous roles. Use specific examples to illustrate your interpersonal skills.

✨Prepare for Questions on Time Management

Time management is crucial for a financial adviser. Be ready to explain how you prioritize tasks and manage your time effectively. Consider sharing a situation where you successfully balanced multiple responsibilities.

✨Research the Company Culture

Understanding the culture at St. James’s Place will help you align your answers with their values. Research their approach to client relationships and business growth, and be ready to discuss how you fit into that culture.

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  • Financial Adviser

    Liverpool
    Full-Time
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-16

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