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- Tasks: Provide holistic financial planning and build lasting client relationships.
- Company: Top-ranked SJP Partner Practice in the heart of London.
- Benefits: High salary potential, performance-based client allocation, and full marketing support.
- Why this job: Accelerate your career with a clear pathway to leadership roles and equity participation.
- Qualifications: Experience as a Wealth Manager or Financial Adviser with a commitment to client service.
- Other info: Join a supportive culture focused on professional growth and exceptional client outcomes.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Wealth Manager/Financial Adviser? Is your career plateauing? Is your trajectory too slow? When would ‘now’ be a good time to take control? Do you want to drive your career progression or remain limited by the constraints of your current firm? If you are ready to accelerate your professional development while making a real impact for clients, this could be the right opportunity.
Join the #1 ranked SJP Partner Practice (out of 2900 SJP businesses) over the last 22 years, based in prestige City of London offices — a proven business that consistently develops top-performing advisers who deliver outstanding ongoing service and outcomes for clients.
Role and Progression
Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases.
Key benefits
- Performance-based allocation of additional clients and funds under management
- A high-quality client bank of six-figure and multi–six-figure City professionals
- Delivering holistic financial planning advice built around lifetime cashflow planning software, designed to help clients achieve their long-term goals
- Full marketing support, no prospecting, and mentorship from a Senior Managing Partner
- A collegiate, client-focused culture with uncapped earnings, no salary validation, or discretionary bonuses
- Financial rewards directly correlated with delivering excellent outcomes for clients
This role is for advisers who are committed to building lasting client relationships, delivering exceptional ongoing service and outcomes, and accelerating their career trajectory in a business that demonstrates consistent success in developing top performers.
Associate Director/Financial Planner employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director/Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights and tips related to financial planning on platforms like LinkedIn. This will help you stand out and attract potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios specific to wealth management. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Associate Director/Financial Planner
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your experience as a Wealth Manager or Financial Adviser. We want to see how you've made an impact in your previous roles, so don’t hold back on those achievements!
Tailor Your Application: Take the time to tailor your application to our specific role. Use the job description as a guide and reflect how your skills align with what we’re looking for. It shows us you’re genuinely interested!
Be Authentic: Let your personality shine through in your written application. We’re looking for someone who fits into our collegiate culture, so don’t be afraid to show us who you are beyond your qualifications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it’s super easy!
How to prepare for a job interview at St. James’s Place
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client management. Brush up on key performance indicators relevant to wealth management and be ready to discuss how you've used these in your previous roles.
✨Showcase Client Relationships
This role is all about building lasting client relationships. Prepare examples of how you've successfully managed client portfolios and delivered exceptional service. Highlight any specific outcomes that showcase your ability to meet client goals.
✨Understand the Company Culture
Familiarise yourself with the company’s values and culture. Since they emphasise a collegiate, client-focused environment, think about how your personal values align with theirs and be ready to discuss this during the interview.
✨Prepare Questions
Interviews are a two-way street. Prepare insightful questions about the role, the team, and the company's approach to client management. This shows your genuine interest and helps you assess if it’s the right fit for you.
