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- Tasks: Join us as a Financial Adviser, providing holistic financial planning to clients across the UK.
- Company: St. James’s Place is the UK's largest Wealth Manager, dedicated to helping people achieve their financial ambitions.
- Benefits: Enjoy bespoke support, exceptional marketing, and streamlined admin for more client face-time.
- Why this job: This role offers a collaborative environment focused on building long-term client relationships and achieving positive outcomes.
- Qualifications: We're looking for proactive, energetic individuals with a customer-centric mindset and ambition to succeed.
- Other info: Receive comprehensive training and support to build your own business and client network.
The predicted salary is between 43200 - 72000 £ per year.
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 ambitious Customer centric approach and mindset 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 Capability of working to a target efficiently and maximising the potential of every opportunity A focus on best practice, strong team spirit, positive client outcomes and experience The 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 clients Access to our distinctive approach to investment management The St. James’s Place Advice Guarantee* Specialist advice and technical support Exceptional marketing support, including client events The power of the St. James’s Place brand Streamlined 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
Financial Adviser employer: St. James’s Place
Contact Detail:
St. James’s Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships in person can significantly enhance your chances of landing a role with us.
✨Tip Number 2
Demonstrate your proactive nature by engaging with current financial advisers or mentors. Seek out informational interviews to learn about their experiences and gather insights on how to excel in this field.
✨Tip Number 3
Familiarize yourself with the St. James’s Place brand and its unique approach to investment management. Understanding our values and methods will help you align your pitch and show how you can contribute to our mission.
✨Tip Number 4
Prepare to discuss your customer-centric mindset during interviews. Share specific examples of how you've successfully built relationships with clients in the past, as this aligns perfectly with our focus on client outcomes.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Adviser at St. James’s Place. Tailor your application to highlight how your skills and experiences align with their requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial advising or related fields. Showcase your ability to build client relationships and your proactive approach to achieving financial goals.
Demonstrate Your Ambition: St. James’s Place is looking for ambitious candidates. Use your application to convey your career aspirations and how this role fits into your long-term professional goals.
Personalize Your Application: Make your application stand out by personalizing it. Mention specific aspects of St. James’s Place that attract you, such as their support for advisers and commitment to client outcomes. This shows genuine interest in the company.
How to prepare for a job interview at St. James’s Place
✨Show Your Ambition
Make sure to convey your ambition and motivation during the interview. Share specific examples of how you've proactively pursued opportunities in your career, as this aligns with what the company is looking for in a candidate.
✨Demonstrate Client-Centric Mindset
Prepare to discuss your approach to building relationships with clients. Highlight experiences where you successfully engaged with clients, understood their needs, and provided tailored financial advice that met their objectives.
✨Highlight Team Spirit
Emphasize your ability to work collaboratively within a team. Discuss instances where you contributed to a positive team environment or worked with colleagues to achieve common goals, as this is important for the company's culture.
✨Prepare for Target-Driven Discussions
Be ready to talk about your experience working towards targets and how you maximized opportunities in previous roles. Use metrics or specific achievements to illustrate your capability in this area, as it will resonate well with the interviewers.
