Wealth Management Consultant

3 weeks ago

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

Are you a driven professional eager to elevate your career?

At St. James's Place, we empower individuals and enterprises to realize their financial aspirations through exceptional advisory services. SJP nurtures a network of 4,500 skilled consultants, establishing us as the leading Wealth Manager in the UK.

With our prominent practices in London, we are expanding and seeking dedicated wealth management consultants to deliver comprehensive financial planning solutions to both individual and corporate clients throughout the UK. We are in search of a highly motivated, ambitious self-starter to cultivate meaningful, long-term relationships with our clients.

Ideal Candidate Profile:

  • A proactive, energetic individual looking for the next step in their career
  • A strong customer-focused mindset
  • Ability to engage and build robust professional relationships with clients, both in person and via phone, to gain a thorough understanding of their financial situations and goals
  • Proficient in working towards targets and maximizing every opportunity
  • A commitment to best practices, teamwork, and achieving positive client outcomes
  • Skilled in efficiently engaging with new leads and clients

Support Offered by SJP:

We provide tailored support to facilitate your integration into our organization.

  • Opportunities for servicing existing clients, both private and corporate
  • Access to our unique investment management strategies
  • The St. James's Place Advice Guarantee*
  • Specialized advisory and technical assistance
  • Outstanding marketing support, including client engagement events
  • The strength of the St. James's Place brand
  • Streamlined administrative processes to maximize client interaction time

You will receive comprehensive training and support to develop your own practice, network, and client base. This includes assistance with lead generation and the necessary sales and marketing resources.

Benefit from collaborating with well-trained advisory professionals utilizing proven methodologies and cutting-edge technology. We are committed to ensuring that client cases are handled efficiently, allowing you to focus on fostering face-to-face client interactions without being overwhelmed by administrative tasks.

This is an excellent opportunity for both seasoned and aspiring wealth management consultants looking to advance their careers within a company dedicated to your success in a collaborative atmosphere. A setting where you can concentrate on what truly matters: delivering genuine financial advice to assist clients in achieving their objectives.

If this resonates with your career aspirations, we encourage you to consider this opportunity.

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