Wealth Management Consultant

4 weeks ago

Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time
Position Overview

Are you prepared for a transformative journey in your career?

Have you thought about establishing your own enterprise?

Are you eager to start a fulfilling profession that offers you increased control over your work life?

The St. James's Place Financial Adviser Academy is here to guide you.

Locations:

Various locations across the UK

About the Role

A fresh opportunity. A unique environment. A different outlook. If you seek a position that grants you independence, recognition based on merit, and flexibility, you have found the right place at St. James's Place.

Embark on a fulfilling career. Cultivate a prosperous business. Forge enduring connections. Provide impactful financial guidance.

We are seeking candidates who possess:

A proven history of success in your current profession or business

An entrepreneurial mindset and self-driven attitude

Proven capability to foster relationships

Effective communication, inquiry, and negotiation skills

Opportunities to gain qualifications, advisory experience, and confidence in a structured, nurturing environment

Our Academy program is meticulously designed to engage and challenge you through a combination of digital, live, and hands-on learning experiences, drawing on the expertise of our internal specialists and insights from leaders in various fields. This is a comprehensive program, entirely funded by St. James's Place, requiring your dedication.

Steps to Becoming a Financial Adviser:

You do not need to excel in mathematics or possess extensive knowledge of the financial industry to thrive as a financial adviser – if you have an entrepreneurial spirit, a willingness to learn, and strong interpersonal abilities, we can work together to achieve your goals.

The St. James's Place Financial Adviser Academy provides a premier program that supports and trains aspiring advisers to attain the qualifications and skills necessary for a successful career in financial advice and to launch your own business.

What Should You Do Next?

If you are ready to take the next step in building your career or business, the St. James's Place Financial Adviser Academy is your ideal destination.

Now is the perfect time to explore this opportunity.

  • Financial Planning Specialist

    1 hour ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Paraplanner Role at Hoxton WealthHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Key Responsibilities:Conduct thorough research and analysis of client financial information to support financial...

  • Financial Planning Specialist

    4 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Paraplanner RoleHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Key Responsibilities:Conduct thorough research and analysis of client financial information to support financial advisors in...

  • Financial Planning Specialist

    3 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Paraplanner RoleHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Key Responsibilities:Conduct thorough research and analysis of client financial information to support financial advisors in...

  • Financial Planning Specialist

    4 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Financial Planning and Investment Support RoleHoxton Wealth is a leading international wealth management firm seeking a highly skilled and motivated individual to support our financial advisors in providing comprehensive financial planning and investment advice to our clients.Key Responsibilities:Conduct thorough research and analysis of client financial...

  • Financial Planning Specialist

    3 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Financial Planning and Investment Support RoleHoxton Wealth is a leading international wealth management firm seeking a highly skilled and motivated individual to support our financial advisors in providing comprehensive financial planning and investment advice to our clients.Key Responsibilities:Conduct thorough research and analysis of client financial...

  • Wealth Management Assistant

    1 week ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    We are currently recruiting for a Graduate Investment Administrator to join Marshall Moore, a leading wealth management firm in the UK. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training will be...

  • Senior Wealth Management Professional

    3 hours ago

    Liverpool, Liverpool, United Kingdom Hd6 Full time

    p>At Hd6, we are seeking a seasoned Senior Financial Planner/Partner to collaborate with our esteemed Wealth Management business.\/p>h3>Key Responsibilities:\/h3>ul>li>Mentor and support Financial Planner colleagues while managing a portfolio of high net worth clients.\/li> Deliver comprehensive financial planning and wealth management advice to...

  • Senior Wealth Management Professional

    1 hour ago

    Liverpool, Liverpool, United Kingdom Hd6 Full time

    p>At Hd6, we are seeking a seasoned Senior Financial Planner/Partner to collaborate with our esteemed Wealth Management business.\/p>h3>Key Responsibilities:\/h3>ul>li>Mentor and support Financial Planner colleagues while managing a portfolio of high net worth clients.\/li> Deliver comprehensive financial planning and wealth management advice to...

  • Wealth Management Consultant

    4 weeks ago

    Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time

    Position OverviewAre you prepared for a transformative career journey?Have you thought about establishing your own financial consultancy?Are you eager to start a fulfilling profession that grants you enhanced control over your work-life balance?The St. James's Place Financial Adviser Academy is here to assist you.Locations:Nationwide opportunities across the...

  • Financial Review Specialist

    3 days ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Position: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...

  • Financial Review Specialist

    3 days ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Position: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...

  • Financial Compliance Specialist

    7 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    {"title": "File Reviewer", "description": "Job SummaryHoxton Wealth is seeking a diligent and detail-oriented File Reviewer to join our team at our UK office.Key ResponsibilitiesConduct comprehensive reviews of client files to assess the completeness, accuracy, and suitability of the advice provided, in accordance with regulatory requirements and internal...

  • Financial Compliance Specialist

    5 hours ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    {"title": "File Reviewer", "description": "Job SummaryHoxton Wealth is seeking a diligent and detail-oriented File Reviewer to join our team at our UK office.Key ResponsibilitiesConduct comprehensive reviews of client files to assess the completeness, accuracy, and suitability of the advice provided, in accordance with regulatory requirements and internal...

  • Wealth Management Support Specialist

    1 week ago

    Liverpool, Liverpool, United Kingdom enable Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Enable Recruitment. As a key member of our team, you will provide administrative support to our Paraplanning & Advice team, ensuring seamless day-to-day operations.Key ResponsibilitiesAdministrative Support: Prepare client packs, process...

  • Tax Senior Manager

    2 days ago

    Liverpool, Liverpool, United Kingdom Davies Talent Solutions Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Davies Talent Solutions. As a key member of our Wealth and Investment Management practice, you will be responsible for providing expert tax advice to clients and supporting the Tax Director with client management and team development.Key ResponsibilitiesManage a portfolio of...

  • Tax Senior Manager

    2 days ago

    Liverpool, Liverpool, United Kingdom Davies Talent Solutions Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our team at Davies Talent Solutions. As a key member of our Wealth and Investment Management practice, you will be responsible for providing expert tax advice to clients and supporting the Tax Director with client management and team development.Key ResponsibilitiesManage a portfolio of...

  • Graduate Wealth Management Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    About the RoleWe are currently recruiting for a number of candidates to join Marshall Moore, a rapidly growing financial services firm. The role involves working alongside experienced financial advisors and speaking to clients regarding their wealth and pension management.Key ResponsibilitiesResponding to technical investment queries from clientsProviding...

  • Graduate Wealth Management Professional

    5 days ago

    Liverpool, Liverpool, United Kingdom Marshall Moore Full time

    About the RoleWe are currently recruiting for a number of candidates to join Marshall Moore, a rapidly growing financial services firm. The role involves working alongside experienced financial advisors and speaking to clients regarding their wealth and pension management.Key ResponsibilitiesResponding to technical investment queries from clientsProviding...

  • Financial Services Coordinator

    3 days ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Hoxton Wealth on a full-time basis.Key ResponsibilitiesProvide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documentsAssist with client onboarding and account opening...

  • Financial Services Coordinator

    3 days ago

    Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Hoxton Wealth on a full-time basis.Key ResponsibilitiesProvide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documentsAssist with client onboarding and account opening...