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- Tasks: Engage with clients to provide tailored financial advice and build lasting relationships.
- Company: Join James’s Place, a leading financial advisory firm in London, dedicated to client success.
- Benefits: Enjoy comprehensive training, lead generation support, and a collaborative work environment.
- Why this job: This role offers a chance to grow your career while making a real impact on clients' lives.
- Qualifications: Ideal for motivated individuals, whether experienced or aspiring financial advisers.
- Other info: Work with a top-performing team focused on holistic financial planning.
The predicted salary is between 36000 - 60000 £ 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 Full-Time Financial Services Associate
✨Tip Number 1
Network actively within the financial services community. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights or referrals. Building relationships in this field is crucial for success.
✨Tip Number 2
Familiarise yourself with James’s Place's unique approach to investment management. Understanding their philosophy will not only help you align your advice with their methods but also demonstrate your commitment to their brand during interviews.
✨Tip Number 3
Prepare to discuss your previous experiences in client relationship management. Be ready to share specific examples of how you've built rapport with clients and helped them achieve their financial goals, as this will be key in showcasing your suitability for the role.
✨Tip Number 4
Research the latest trends in financial services and be prepared to discuss how they might impact clients. Showing that you are knowledgeable about current market conditions will set you apart as a proactive candidate who is ready to provide valuable advice.
We think you need these skills to ace Full-Time Financial Services Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Financial Services Associate at James’s Place. Tailor your application to highlight how your skills and experiences align with their needs.
Craft a Compelling CV: Your CV should reflect your financial advisory experience, client relationship management skills, and any relevant qualifications. Use clear headings and bullet points to make it easy to read.
Write a Strong Cover Letter: In your cover letter, express your motivation for joining James’s Place and how you can contribute to their goals. Mention specific examples of how you've built client relationships in the past.
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.
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
Since the role involves developing strong professional relationships with clients, be prepared to share examples of how you've successfully built rapport in previous roles. Highlight your communication skills and ability to understand client needs.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle specific client situations. Practise articulating your thought process and decision-making skills in these scenarios.
✨Demonstrate Your Ambition and Motivation
James’s Place is looking for highly motivated self-starters. Be ready to discuss your career goals and how this position aligns with your ambitions. Show enthusiasm for the opportunity to grow and develop within the company.
