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- Tasks: Join a dynamic team to provide holistic financial planning advice to clients.
- Company: St James’s Place has over 15 years of experience helping clients achieve their financial goals.
- Benefits: Enjoy flexible remote work options, mentorship, and access to advanced technology.
- Why this job: Be part of a supportive environment focused on client success and personal growth.
- Qualifications: Level 4 diploma in financial advice or actively working towards it is required.
- Other info: This role offers significant client servicing opportunities and a collaborative team culture.
The predicted salary is between 28800 - 48000 £ per year.
2 days ago Be among the first 25 applicants
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Are you a driven and diligent individual looking to progress your career?
One of our Partner Practices have been helping people and businesses achieve their lifelong financial ambitions through high quality financial advice for over 15 years.
Since joining St James’s Place, they have been working with wonderful clients in Andover and Hampshire, growing FUM considerably, now with an expanding client within a small team.
Currently operating in office with a mix of remote days, the family run Practice has increased dramatically and is looking for an individual with the level 4 diploma in financial advice (or an individual actively progressing towards completion) to join and provide holistic financial planning advice to existing clients as well as new referrals and own network
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:
- Proactive and Ambitious. To take the next steps on your career, can you demonstrate these traits?
- Customer centric approach and mindset.
- Proven experience of building strong customer relationships both over the phone and in person.
- The ability to engage successfully with new leads and new clients efficiently.
- Ability to learn new systems and technologies.
- 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 sufficient self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
- A focus on best practise, strong team spirit, positive client outcomes and experience.
How we will support you:
We will provide bespoke support, to smooth your transition into our business.
- Significant existing client servicing opportunities with clients for the right individual.
- Access to our distinctive approach to investment management
- The St. James’s Place Advice Guarantee*
- Specialist advice and technical support
- The power of the St. James’s Place brand
- Streamlined administration allowing more face-to-face time with clients
You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support individuals to get up to speed 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.
The business has an established structure offering support, mentorship and development from a team of experienced advisers.
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.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Industries
Financial Services and Investment Advice
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Financial Advisor 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 Advisor
✨Tip Number 1
Showcase your proactive and ambitious nature during any interactions. Whether it's in a networking event or an informal chat, highlight your drive to progress in your career and how you can contribute to building long-term client relationships.
✨Tip Number 2
Familiarise yourself with the St. James’s Place brand and their distinctive approach to investment management. Being knowledgeable about their services will help you engage effectively with potential clients and demonstrate your commitment to their values.
✨Tip Number 3
Practice your communication skills, both over the phone and in person. Since building strong customer relationships is key, consider role-playing scenarios with friends or colleagues to enhance your ability to connect with clients.
✨Tip Number 4
Network within the financial services community, especially in Andover and Hampshire. Attend local events or join relevant online groups to meet potential clients and industry professionals who can refer you to opportunities.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising and customer relationship management. Use specific examples that demonstrate your proactive and ambitious nature, as well as your ability to build strong client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your motivation for applying and how your skills align with the company's values. Mention your Level 4 diploma in financial advice or your progress towards it, and emphasise your customer-centric approach.
Showcase Relevant Skills: Clearly outline your skills that match the job description, such as your ability to engage with new clients, learn new systems, and work efficiently towards targets. Use bullet points for clarity and impact.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at St. James’s Place
✨Show Your Proactivity
Demonstrate your proactive nature by sharing specific examples of how you've taken initiative in previous roles. This could include instances where you identified a problem and implemented a solution or went above and beyond to meet client needs.
✨Emphasise Customer Relationships
Prepare to discuss your experience in building strong customer relationships. Highlight any successful strategies you've used to engage clients, both over the phone and in person, as this is crucial for a Financial Advisor role.
✨Familiarise Yourself with Financial Products
Make sure you have a good understanding of the financial products and services offered by St James’s Place. Being knowledgeable about their offerings will show your commitment and readiness to provide quality advice to clients.
✨Prepare Questions for the Interviewers
Have thoughtful questions ready to ask your interviewers. This not only shows your interest in the role but also helps you gauge if the company culture and values align with your career aspirations.
