Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester
Hybrid Financial Advisor – Wealth & Retirement Planning

Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester

Manchester Full-Time 30000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide expert financial advice and develop personalised financial plans for clients.
  • Company: Leading financial services organisation with a focus on wealth and retirement planning.
  • Benefits: Full-time hybrid role with competitive salary and career advancement opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Strong skills in financial planning, data analysis, and excellent communication abilities.
  • Other info: Ideal for motivated individuals looking to grow their careers in finance.

The predicted salary is between 30000 - 50000 £ per year.

A leading financial services organization is seeking a Financial Advisor based in Penrith, England. This full-time hybrid role involves providing expert financial advice, developing personalized financial plans, and managing client relationships.

Candidates should have strong skills in financial planning and data analysis, along with excellent communication abilities. Experience in the financial services sector is a plus, making this an excellent opportunity for motivated individuals looking to advance their careers in finance.

Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester employer: St. James’s Place

As a leading financial services organisation, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our Penrith location offers a supportive environment where Financial Advisors can thrive, with access to ongoing training, mentorship programmes, and a strong emphasis on work-life balance through our hybrid working model. Join us to make a meaningful impact in clients' lives while advancing your career in a rewarding and collaborative setting.
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Contact Detail:

St. James’s Place Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Financial Advisor – Wealth & Retirement Planning 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 be able to refer you directly to hiring managers.

Tip Number 2

Prepare for those interviews! Research common questions for Financial Advisors and practice your responses. We recommend using real-life examples from your experience to showcase your skills in financial planning and client management.

Tip Number 3

Show off your personality! When you get the chance to meet potential employers, let your passion for finance shine through. Remember, they’re not just looking for qualifications; they want someone who fits their team culture.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Advisor role. Plus, applying directly can sometimes give you an edge over other candidates.

We think you need these skills to ace Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester

Financial Planning
Data Analysis
Client Relationship Management
Communication Skills
Expert Financial Advice
Motivation
Experience in Financial Services
Personalised Financial Plans

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 financial planning and data analysis skills, as well as any relevant experience in the financial services sector.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth and retirement planning, and how your background makes you a great fit for our team at StudySmarter.

Showcase Your Communication Skills: As a Financial Advisor, communication is key. In your application, demonstrate your ability to convey complex financial concepts clearly and effectively. This will show us you’re ready to manage client relationships successfully.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!

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

Know Your Financial Stuff

Brush up on your financial planning and data analysis skills. Be ready to discuss specific strategies you've used in the past and how they benefited your clients. This shows you’re not just knowledgeable but also practical.

Personalise Your Approach

Prepare to talk about how you develop personalised financial plans. Think of examples where you tailored advice to meet individual client needs. This will demonstrate your ability to build strong client relationships, which is key for this role.

Practice Your Communication Skills

Since excellent communication is a must, practice explaining complex financial concepts in simple terms. You might even want to role-play with a friend to ensure you can convey your ideas clearly and confidently during the interview.

Show Your Motivation

This is a great opportunity for motivated individuals, so make sure to express your enthusiasm for the role and the company. Share your career goals and how this position aligns with them, showing that you’re committed to advancing in the financial services sector.

Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester
St. James’s Place
Location: Manchester
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  • Hybrid Financial Advisor – Wealth & Retirement Planning in Manchester

    Manchester
    Full-Time
    30000 - 50000 £ / year (est.)
  • S

    St. James’s Place

    1000+
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