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- Tasks: Help clients manage their wealth and provide tailored financial advice.
- Company: Join a leading firm dedicated to supporting your career growth in finance.
- Benefits: Earn potential of £100k+ within 2 years, with remote work options and marketing support.
- Why this job: Be part of a collaborative team focused on client success and personal development.
- Qualifications: Must be working towards a Level 4 Qualification in Financial Advice or have relevant experience.
- Other info: Receive exceptional training and support to build your own client network.
The predicted salary is between 72000 - 120000 £ per year.
Location: London
Minimum Requirements:
- Working towards a Level 4 Qualification in Financial Advice, or relevant professional experience
Earnings: an opportunity to build real value. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.
Are you:
- Someone who is ready to take the next step in your career and can demonstrate that you are proactive, energetic, and ambitious?
- Someone who has a client-centric approach and mindset
- Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
- A capable self-starter who can maximise the support structure behind you to achieve your aspirations and potential?
- Someone who cares deeply about best practice, strong team spirit and positive client outcomes
How will SJP support you:
- We will provide bespoke support, to smooth your transition into our business
- Existing client servicing opportunities with both private and corporate clients
- Specialist advice and technical support
- Exceptional marketing support
- 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 help you need. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. SJP will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on 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.
Wealth Manager / Financial Adviser employer: St. James's Place
Contact Detail:
St. James's Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager / Financial Adviser
✨Tip Number 1
Network with professionals in the financial services industry. Attend events, webinars, or local meetups to connect with potential colleagues and mentors who can provide insights and referrals that may lead to job opportunities.
✨Tip Number 2
Showcase your client-centric approach by volunteering for community financial literacy programs. This not only demonstrates your commitment to helping others but also allows you to gain practical experience and build relationships that could benefit your career.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial advisory sector. Subscribe to industry publications or join relevant online forums to enhance your knowledge and show potential employers that you are proactive and informed.
✨Tip Number 4
Prepare for interviews by practising common questions related to client relationship management and financial advice. Use role-playing scenarios with friends or mentors to refine your responses and demonstrate your ability to connect with clients effectively.
We think you need these skills to ace Wealth Manager / Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advice and client relationship management. Emphasise any qualifications you are working towards, such as the Level 4 Qualification in Financial Advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive and ambitious nature. Mention specific examples of how you've developed strong client relationships and your approach to providing exceptional service.
Highlight Relevant Skills: In your application, focus on skills that align with the job description, such as client-centric mindset, teamwork, and the ability to thrive in a collaborative environment. Use concrete examples to demonstrate these skills.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with SJP and how their support structure aligns with your career aspirations. Make it clear why this role is the right next step for you.
How to prepare for a job interview at St. James's Place
✨Show Your Proactivity
Demonstrate your proactive nature by sharing specific examples of how you've taken initiative in previous roles. This could include instances where you identified client needs and provided solutions, showcasing your client-centric approach.
✨Emphasise Relationship Building
Highlight your ability to develop strong professional relationships. Prepare anecdotes that illustrate how you've successfully built rapport with clients, both in person and remotely, as this is crucial for a Wealth Manager.
✨Understand the Support Structure
Familiarise yourself with the support systems that the company offers. Be ready to discuss how you would leverage these resources to maximise your potential and achieve your career aspirations.
✨Align with Company Values
Research the company's values and mission. During the interview, express how your personal values align with theirs, particularly regarding best practices, team spirit, and positive client outcomes.
