Associate Director/Financial Planner in London
Associate Director/Financial Planner

Associate Director/Financial Planner in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Drive your career as an Associate Director, managing clients and funds effectively.
  • Company: Join the top-ranked SJP Partner Practice in the heart of London.
  • Benefits: Enjoy performance-based client allocation and significant salary increases.
  • Why this job: Accelerate your career progression while making a real impact for clients.
  • Qualifications: Experienced Wealth Manager/Financial Adviser ready to take control of your career.
  • Other info: Clear pathway to higher roles with equity participation opportunities.

The predicted salary is between 43200 - 72000 £ per year.

Are you an experienced Wealth Manager/Financial Adviser? Is your career plateauing? Is your trajectory too slow? When would ‘now’ be a good time to take control? Do you want to drive your career progression or remain limited by the constraints of your current firm? If you are ready to accelerate your professional development while making a real impact for clients, this could be the right opportunity.

Join the #1 ranked SJP Partner Practice (out of 2900 SJP businesses) over the last 22 years, based in prestige City of London offices — a proven business that consistently develops top-performing advisers who deliver outstanding ongoing service and outcomes for clients.

Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases.

  • Performance-based allocation of additional clients and funds under management
  • A high-quality client

Associate Director/Financial Planner in London employer: St. James’s Place

Join a leading Wealth Management firm in the heart of the City of London, where your career can truly flourish. With a strong focus on professional development and a culture that champions excellence, you will have access to performance-based client allocations and a clear pathway for advancement to senior roles. Enjoy the benefits of working in a prestigious environment that not only values your contributions but also invests in your future success.
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Contact Detail:

St. James’s Place Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate Director/Financial Planner in London

Tip Number 1

Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. The more people you know, the better your chances of landing that dream role.

Tip Number 2

Showcase your expertise! Use social media platforms like LinkedIn to share insights, articles, or even your own thoughts on financial planning. This not only positions you as a thought leader but also attracts potential employers.

Tip Number 3

Prepare for interviews by practising common questions and scenarios specific to wealth management. We can’t stress enough how important it is to demonstrate your knowledge and passion during those crucial conversations.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals ready to make an impact in the financial world.

We think you need these skills to ace Associate Director/Financial Planner in London

Wealth Management
Financial Advising
Client Relationship Management
Career Development
Performance Analysis
Business Development
Communication Skills
Strategic Planning
Sales Skills
Negotiation Skills
Analytical Skills
Problem-Solving Skills
Team Leadership
Adaptability

Some tips for your application 🫡

Show Your Experience: Make sure to highlight your experience as a Wealth Manager or Financial Adviser. We want to see how you've made an impact in your previous roles, so don’t hold back on those achievements!

Tailor Your Application: Take the time to tailor your application to our specific role. Use the job description as a guide and reflect on how your skills align with what we’re looking for. It shows us you’re genuinely interested!

Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point about why you’d be a great fit for us.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at St. James’s Place

Know Your Numbers

As a Financial Planner, you’ll need to demonstrate your expertise with numbers. Brush up on key financial metrics and be ready to discuss how you've used them to drive client success in the past. This shows you’re not just about theory but have practical experience.

Showcase Your Client Relationships

Prepare examples of how you've built and maintained strong relationships with clients. Highlight specific instances where your advice led to significant outcomes. This will illustrate your ability to deliver outstanding service, which is crucial for this role.

Understand the Company Culture

Research the company’s values and culture. Be ready to explain how your personal values align with theirs. This demonstrates that you’re not just looking for any job, but that you genuinely want to be part of their team and contribute to their success.

Prepare Questions That Matter

Think of insightful questions to ask during the interview. Inquire about their approach to client management or how they support professional development. This shows your interest in the role and helps you assess if it’s the right fit for you.

Associate Director/Financial Planner in London
St. James’s Place
Location: London

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