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- Tasks: Provide holistic financial planning advice to clients and build strong relationships.
- Company: Join St. James’s Place, the UK's largest Wealth Manager with a supportive culture.
- Benefits: Receive bespoke training, marketing support, and streamlined administration for client engagement.
- Why this job: Make a real impact in clients' lives while growing your career in finance.
- Qualifications: Ambitious self-starter with a customer-centric mindset and relationship-building skills.
- Other info: Dynamic environment with exceptional growth opportunities and a focus on teamwork.
The predicted salary is between 36000 - 60000 £ per year.
St. James’s Place is seeking ambitious 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. St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP supports 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices have further expansion plans.
Who we’re looking for
- Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious
- Customer centric approach and mindset
- 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
- Capability of working to a target efficiently and maximise the potential of every opportunity
- A focus on best practice, strong team spirit, positive client outcomes and experience
- The ability to engage successfully with new leads and new clients efficiently
How SJP will support you
- We will provide bespoke support, to smooth your transition into our business.
- Existing client servicing opportunities with both private and corporate clients
- Access to our distinctive approach to investment management
- The St. James’s Place Advice Guarantee*
- Specialist advice and technical support
- Exceptional marketing support, including client events
- The power of the St. James’s Place brand
- Streamlined administration allowing more face-to-face time with clients
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. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.
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.
If this sounds like the next step for you, please apply above.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Sales, Business Development, and Customer Service
Industries
- Financial Services, Accounting, and Banking
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Trainee Wealth Manager employer: St. Jamess Place
Contact Detail:
St. Jamess Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Manager
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential clients and other professionals. Remember, building relationships is key in the wealth management game.
✨Tip Number 2
Practice your pitch! Whether it's in person or over the phone, make sure you can clearly communicate your value as a financial adviser. Role-play with friends or family to get comfortable and confident.
✨Tip Number 3
Follow up! After meeting someone new, send a quick message to thank them for their time and express your interest in staying connected. This simple step can set you apart from the competition.
✨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 ambitious individuals ready to take the next step in their career.
We think you need these skills to ace Trainee Wealth Manager
Some tips for your application 🫡
Show Your Ambition: We want to see your drive and motivation shine through in your application. Share examples of how you've taken initiative in your previous roles or studies, and let us know why you're excited about becoming a Trainee Wealth Manager with us.
Tailor Your Application: Make sure to customise your CV and cover letter for this role. Highlight your customer-centric mindset and any experience you have in building relationships, as these are key to succeeding at St. James’s Place.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your passion for financial advice comes across clearly.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity with St. James’s Place.
How to prepare for a job interview at St. Jamess Place
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the basics of wealth management, investment strategies, and financial planning. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your People Skills
Since building relationships with clients is key, be ready to demonstrate your interpersonal skills. Prepare examples of how you've successfully engaged with clients or colleagues in the past. This will highlight your customer-centric approach and ability to develop rapport.
✨Be Proactive and Ambitious
St. James’s Place is looking for self-starters, so don’t shy away from showcasing your ambition. Share your career goals and how this role fits into your long-term plans. This will show that you're not just looking for a job, but a meaningful career path.
✨Prepare Questions for Them
Interviews are a two-way street, so come prepared with thoughtful questions about the company and the role. Ask about their support systems for new advisers or how they foster client relationships. This shows your enthusiasm and helps you gauge if it’s the right fit for you.
