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- Tasks: Engage with clients to provide tailored financial advice and build lasting relationships.
- Company: Join James’s Place, a leading firm in high-quality financial services based in London.
- Benefits: Enjoy comprehensive training, lead generation support, and a collaborative work environment.
- Why this job: This role offers a chance to make a real impact on clients' financial futures while growing your career.
- Qualifications: Ideal for motivated individuals, whether experienced or aspiring financial advisers.
- Other info: Access unique investment management strategies and a strong brand reputation.
The predicted salary is between 43200 - 72000 £ per year.
James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. 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.
- Engage 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 objectives.
- Existing client servicing opportunities with both private and corporate clients.
- Access to our distinctive approach to investment management.
- James’s Place brand.
- 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.
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.
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Digital Advisor for Financial Services
✨Tip Number 1
Familiarise yourself with James’s Place and their unique approach to financial advice. Understanding their values and services will help you align your conversation with potential clients and demonstrate how you can contribute to their mission.
✨Tip Number 2
Network within the financial services industry, especially in London. Attend relevant events or webinars where you can meet professionals who may refer clients to you or provide insights into the market trends that could benefit your future role.
✨Tip Number 3
Develop your communication skills, both verbal and written. As a Digital Advisor, you'll need to engage effectively with clients over the phone and online, so practice active listening and clear articulation of financial concepts.
✨Tip Number 4
Showcase your ambition and self-starter attitude during interviews. Prepare examples of how you've successfully built relationships or generated leads in the past, as this will resonate well with the company's focus on client relationship building.
We think you need these skills to ace Digital Advisor for Financial Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Digital Advisor for Financial Services. Familiarise yourself with the key skills required, such as relationship building and financial planning.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advising or client relationship management. Use specific examples that demonstrate your ability to engage with clients and provide tailored financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining James’s Place. Emphasise your ambition, self-starter attitude, and how your values align with their commitment to quality financial advice.
Highlight Relevant Skills: In your application, be sure to mention skills that are particularly relevant to the role, such as communication, analytical thinking, and experience with investment management. Provide concrete examples of how you've used these skills in past roles.
How to prepare for a job interview at St. James’s Place
✨Understand the Company Culture
Before your interview, take some time to research James’s Place and their approach to financial advice. Understanding their values and how they support their advisers will help you align your answers with what they are looking for.
✨Showcase Your Relationship-Building Skills
As a Digital Advisor, building strong relationships is key. Prepare examples from your past experiences where you've successfully engaged with clients, demonstrating your ability to understand their needs and objectives.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and how you would handle specific client situations. Think of scenarios where you provided financial advice or resolved client issues effectively.
✨Highlight Your Motivation and Ambition
James’s Place is looking for self-starters who are ambitious. Be ready to discuss your career goals and how this position aligns with your aspirations, showcasing your drive to succeed in the financial services industry.
