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 supports a network of 4,500 skilled consultants, establishing us as the leading Wealth Manager in the UK.

With a focus on expansion, our premier practices in London are seeking 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 clients.

Ideal Candidate Profile:

  • A proactive, energetic, and ambitious individual looking for the next step in their career
  • A customer-focused mindset
  • Ability to engage and foster strong professional relationships with clients, both in person and over the phone, to accurately understand their circumstances and financial goals
  • Efficient target-driven work ethic, maximizing every opportunity
  • A commitment to best practices, teamwork, and positive client outcomes
  • Proficiency in engaging with new leads and clients effectively

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 advice 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 will ensure that client cases are handled efficiently, allowing you to focus on building face-to-face relationships with clients without the burden of excessive administrative tasks.

This represents an excellent opportunity for both seasoned and aspiring wealth management consultants seeking to advance their careers within a company dedicated to fostering your growth in a collaborative environment. A setting where you can concentrate on what truly matters: providing genuine financial advice to assist clients in achieving their objectives.

If this aligns with your career aspirations, we encourage you to explore this opportunity further.

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