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- Tasks: Provide holistic financial planning advice to clients and build strong relationships.
- Company: Join James’s Place, a leading firm in high-quality financial advice.
- Benefits: Enjoy comprehensive training, lead generation support, and a collaborative work environment.
- Why this job: Make a real impact on clients' lives while growing your career in finance.
- Qualifications: Ideal for motivated individuals, whether experienced or aspiring financial advisers.
- Other info: Opportunities to work with both private and corporate clients across the UK.
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 Financial Adviser - Retirement Planning
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer you. Building a strong network is crucial for a financial adviser, especially in retirement planning.
✨Tip Number 2
Familiarise yourself with the specific retirement products and services offered by James’s Place. Understanding their unique approach will not only help you in interviews but also demonstrate your genuine interest in the company and its offerings.
✨Tip Number 3
Prepare to discuss your previous experiences in client relationship management. Be ready to share examples of how you've successfully built rapport with clients and helped them achieve their financial goals, as this is key to the role.
✨Tip Number 4
Showcase your ambition and self-starter attitude during any interactions with the company. Highlight your willingness to learn and grow within the role, as well as your commitment to providing high-quality financial advice to clients.
We think you need these skills to ace Financial Adviser - Retirement Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Adviser in Retirement Planning. Familiarise yourself with the skills and qualifications required, as well as the company’s values and mission.
Tailor Your CV: Customise your CV to highlight relevant experience in financial advising, particularly in retirement planning. Emphasise any achievements or certifications that demonstrate your capability to provide holistic financial advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining James’s Place. Discuss your passion for building client relationships and how your background aligns with their approach to investment management.
Highlight Client Engagement Skills: In your application, emphasise your ability to engage with clients both in person and over the phone. Provide examples of how you've successfully built rapport and understood clients' financial objectives in previous 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.
✨Prepare for Client Scenarios
Since the role involves building relationships with clients, be ready to discuss how you would handle various client scenarios. Think about how you would engage with clients, understand their needs, and provide tailored financial advice.
✨Showcase Your Ambition
James’s Place is looking for motivated self-starters. Be sure to highlight your ambition and any previous experiences where you took initiative or went above and beyond to achieve your goals.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you. Consider asking about their training programmes or how they support advisers in building their client base.
