Current jobs related to Wealth Management Consultant - Swindon, Swindon - St. James's Place


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our advisory team, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management.Key ResponsibilitiesDevelop and maintain long-term relationships with clients, delivering exceptional financial outcomes through the Six-Stage Advice Process.Review and respond to clients' changing needs and financial...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...


  • Swindon, Swindon, United Kingdom AFH Wealth Management Full time

    About the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced individual to join our team of financial services professionals.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...

  • Wealth Manager Support

    10 hours ago


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

    Job Title: Wealth Manager SupportLocation: WiltshireWe are seeking a highly organized and motivated individual to support our Wealth Managers in delivering exceptional client service. The successful candidate will have previous experience in Financial Services and be proficient in the use of Salesforce software.Key Responsibilities:Manage the client review...


  • Swindon, Swindon, United Kingdom St. James's Place Full time £23,000 - £30,000

    Wealth Administrator**Job Summary**We are seeking a highly motivated and organized Wealth Administrator to join our team at St. James's Place. As a Wealth Administrator, you will play a vital support role in our busy Financial Services office, working closely with our Wealth Managers to deliver exceptional client service.**Key Responsibilities*** Manage the...

  • Financial Planner

    4 weeks ago


    Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time

    {"h1": "Financial Planner Opportunity", "p": "We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will have the opportunity to work with a company that is committed to supporting you on your journey in a highly collaborative environment. Our team is dedicated to providing...

  • Financial Planner

    4 weeks ago


    Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time

    {"h1": "Financial Planner Opportunity", "p": "We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will have the opportunity to work with a company that is committed to supporting you on your journey in a highly collaborative environment. Our team is dedicated to providing...

  • Financial Planner

    4 weeks ago


    Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time

    {"h1": "Financial Planner Opportunity", "p": "We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will have the opportunity to work with a company that is committed to supporting you on your journey in a highly collaborative environment. Our team is dedicated to providing...

  • Financial Planner

    4 weeks ago


    Swindon, Swindon, United Kingdom Bellamy Wealth Management Ltd Full time

    {"h1": "Financial Planner Opportunity", "p": "We are seeking an experienced or aspiring financial adviser to join our team at Bellamy Wealth Management Ltd. As a Financial Planner, you will have the opportunity to work with a company that is committed to supporting you on your journey in a highly collaborative environment. Our team is dedicated to providing...


  • Swindon, Swindon, United Kingdom Symmetry Search & Staffing Solutions Full time

    Job DescriptionWe are seeking a skilled Digital Wealth Strategist to join our team at Symmetry Search & Staffing Solutions. As a key member of our organization, you will be responsible for developing and managing the strategic roadmap for our digital wealth management products.This role requires a strong understanding of Wealth Management products and...


  • Swindon, Swindon, United Kingdom St. James's Place Full time

    Job DescriptionWe are seeking a highly motivated and organized Wealth Administrator to join our team at St. James's Place plc.The successful candidate will be responsible for delivering first-class support to our Wealth Managers, ensuring seamless client reviews and maintaining accurate records.Key Responsibilities:Manage the client review meeting process...


  • Swindon, Swindon, United Kingdom Symmetry Search & Staffing Solutions Full time

    Job Title: Digital Wealth StrategistAbout the Role:We are seeking a skilled Digital Wealth Strategist to join our team at Symmetry Search & Staffing Solutions. As a key member of our organization, you will be responsible for developing and managing the strategic roadmap for our digital wealth management products.Key Responsibilities:Develop and manage the...


  • Swindon, Swindon, United Kingdom AMG Search Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Wealth Management Advisor to join our team at AMG Search. As an IFA, you will be responsible for providing expert financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to...

Wealth Management Consultant

2 months ago


Swindon, Swindon, United Kingdom St. James's Place Full time
Position Overview

Role: Wealth Management Consultant

Location: Not specified

Essential Qualifications: Possesses a Level 4 Qualification in Financial Advice or equivalent professional experience

Growth Opportunity: Our established Partner practices are experiencing remarkable growth, leading to an exciting opportunity for expansion.

Are you:

  • A professional eager to advance your career, demonstrating proactivity, enthusiasm, and ambition?
  • A client-focused individual with a strong service-oriented mindset?
  • Someone who excels in building and maintaining robust professional relationships with clients, whether in person or through virtual means?
  • A self-motivated individual who can leverage the support available to reach your goals and potential?
  • Committed to best practices, fostering a collaborative team environment, and ensuring positive outcomes for clients?

What we offer:

  • Comprehensive business development and marketing assistance, including lead generation strategies
  • Potential for a management stake within the organization
  • Robust back-office support for Advisors
  • Guidance and resources to achieve Chartered status
  • Attractive employment package with additional benefits

This role presents a remarkable opportunity for both seasoned and aspiring financial advisors seeking to elevate their careers within a company dedicated to your professional development in a supportive and collaborative atmosphere. Here, you can focus on what truly matters: delivering exceptional financial guidance to clients, helping them achieve their financial goals and aspirations.