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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: This role offers a chance to make a real impact on clients' financial futures.
- Qualifications: Ideal for motivated self-starters, whether experienced or aspiring financial advisers.
- Other info: 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 Advisor (Investments / Pensions)
✨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
Familiarise yourself with our distinctive approach to investment management. Understanding our methods and values will not only help you during interviews but also demonstrate your genuine interest in joining our team.
✨Tip Number 3
Prepare to discuss your previous experiences in client relationship management. Highlight specific examples where you've successfully built rapport and understood clients' financial objectives, as this is crucial for the role.
✨Tip Number 4
Showcase your ambition and self-starter attitude during conversations with us. We value candidates who are motivated and eager to grow their own business, so be ready to share your vision for your career in financial advising.
We think you need these skills to ace Financial Advisor (Investments / Pensions)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Advisor at James’s Place. Familiarise yourself with their approach to financial planning and client relationship management.
Tailor Your CV: Highlight relevant experience in financial advising, client relationship management, and any specific skills related to investments and pensions. Use keywords from the job description to ensure your CV aligns with what they are looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and ambition. Explain why you want to work at James’s Place and how your background makes you a suitable candidate for the role. Be sure to mention your ability to build long-term client relationships.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter 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
✨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
Be ready to discuss how you would handle various client situations. Think about examples from your past experience or hypothetical scenarios that demonstrate your ability to build relationships and provide tailored financial advice.
✨Showcase Your Motivation
James’s Place is looking for highly motivated individuals. Be prepared to share your career aspirations and how this role fits into your long-term goals. Highlight your ambition and self-starter attitude during the conversation.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of your 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.
