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- Tasks: Provide expert financial advice and develop personalised financial plans for clients.
- Company: Join St. James’s Place, a leading financial services organisation with a client-centric approach.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Make a real difference in clients' lives by helping them achieve their financial goals.
- Qualifications: Strong background in finance and excellent communication skills are essential.
- Other info: Collaborate with professionals in a dynamic environment focused on client success.
The predicted salary is between 36000 - 60000 £ per year.
St. James’s Place (SJP) is a leading financial services organization offering tailored, one-to-one financial advice that empowers individuals to confidently plan their financial future. Specializing in wealth management, SJP delivers trusted guidance to support clients through every stage of their life journey. Operated by regulated representatives, known as the St. James’s Place Partnership, the company is committed to providing high-quality and personalized financial solutions. Based in Cirencester, Gloucestershire, SJP is authorized and regulated by the Financial Conduct Authority. With a focus on client-centric services, SJP is dedicated to helping clients secure their financial goals and embrace a better tomorrow.
Role Description
This is a full-time hybrid role for a Financial Advisor based in Penrith, with opportunities to work from home. The Financial Advisor will provide expert advice on various financial matters, including retirement planning, investments, and financial management. Day-to-day responsibilities include:
- Developing personalized financial plans
- Analyzing clients' financial situations
- Presenting tailored solutions
- Building relationships to ensure long-term financial success
Collaboration with other professionals and keeping up to date with industry regulations are important aspects of this role.
Qualifications
- Expertise in Financial Planning and Financial Advisory services
- Knowledge of Retirement Planning and Investments
- Strong background in Finance, including the ability to analyze and evaluate financial data
- Excellent interpersonal and communication skills to establish and maintain client relationships
- Proven ability to work effectively in a hybrid setting, balancing in-office and remote responsibilities
- Regulatory qualifications recognized by the Financial Conduct Authority (FCA) or willingness to obtain them
- Previous experience in the financial services sector is a plus
Financial Advisor in Manchester 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 in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at St. James’s Place.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of retirement planning and investments. Be ready to discuss how you can tailor financial solutions for clients, as this is key to impressing the hiring team at SJP.
✨Tip Number 3
Showcase your interpersonal skills! During interviews, focus on how you've built relationships with clients in the past. SJP values strong client connections, so share examples that highlight your ability to communicate effectively.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the SJP team and committed to providing top-notch financial advice.
We think you need these skills to ace Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your expertise in financial planning, retirement strategies, and any relevant qualifications to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients achieve their financial goals and how your background makes you the perfect fit for SJP.
Showcase Your Interpersonal Skills: As a Financial Advisor, building relationships is key. In your application, give examples of how you've successfully communicated and connected with clients or colleagues in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at St. James's Place
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, retirement strategies, and investment options. Be ready to discuss how you would tailor solutions for clients based on their unique situations. This shows that you’re not just knowledgeable but also client-focused.
✨Showcase Your Interpersonal Skills
Since building relationships is key in this role, prepare examples of how you've successfully established rapport with clients in the past. Think about specific instances where your communication skills made a difference in a client's financial journey.
✨Demonstrate Your Adaptability
With the hybrid nature of the role, be prepared to discuss how you manage your time and responsibilities between in-office and remote work. Share any tools or strategies you use to stay organised and effective in both settings.
✨Stay Updated on Regulations
Familiarise yourself with the latest regulations from the Financial Conduct Authority (FCA). Being able to discuss recent changes and how they impact financial advising will show that you’re proactive and committed to compliance in your practice.
