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Financial Planning Specialist

2 months ago

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

St. James's Place Opportunity

**About the Role**

We are seeking a skilled financial adviser to join our team and provide expert guidance to our clients. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning or equivalent, and a proven track record of developing strong relationships with clients.

**Key Responsibilities**

* Provide financial advice to private and corporate clients
* Develop and maintain a portfolio of clients
* Collaborate with our team to deliver exceptional client service

**What We Offer**

* Support and training to help you understand our investment proposition
* A bank of clients to develop relationships with
* A collaborative and supportive work environment

**Why Join Us?**

At St. James's Place, we are committed to helping our clients achieve their financial goals. We offer a unique opportunity for experienced financial advisers to take their career to the next level and work with a company that values collaboration and client satisfaction.

**Requirements**

* Level 4 Diploma in Regulated Financial Planning or equivalent
* Proven track record of developing strong relationships with clients
* Excellent communication and interpersonal skills

**How to Apply**

If you are a motivated and experienced financial adviser looking for a new challenge, please submit your application.