Wealth Manager

2 weeks ago

London, United Kingdom St. James's Place Full time

Job Description

Location: London/Hybrid

Employment Type: Permanent

People have always been at the heart of St. James’s Place. We value long-term relationships and are a home for people who care about the future – financially, environmentally, and socially. These core values have enabled us to become a leading FTSE 100 Wealth Management company with over 950,000 clients and +£157B funds under management.

St. James’s Place has helped people and businesses achieve their lifelong ambitions through high-quality financial advice. SJP support over 4,700 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top-performing practices have further expansion plans. They are looking for financial advisers to join and provide holistic financial planning advice to private and corporate clients based across the UK. The business seeks a highly motivated, ambitious, self-starter to join us in building quality, long-term client relationships

The role:

Who we’re looking for:

· Highly motivated with a strong desire to continue their professional development.

· A desire to reach Chartered status (comprehensive support given towards professional qualifications).

· Preferably hold a Regulated Level 4 Qualification in Financial Advice with 1-2 years of previous adviser experience.

· Have a passion for building long-term relationships with clients.

· Capability of working to a target efficiently and maximising 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, including help with lead generation and the sales and marketing support you need. You will benefit from working with industry-leading advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively, enabling you to focus your time on generating face-to-face activity with clients.

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 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.

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