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Financial Services Advisor

2 months ago


London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

Location: City of London

Salary: Competitive Salary and Bonus (OTE: £60k+). Plus future ownership.

Contract: Employed

Hours: Full-time

An esteemed opportunity has arisen for a seasoned Financial Advisor to assume a key role within our organization. As a highly respected Appointed Representative of St. James's Place Wealth Management, we provide unparalleled expertise and guidance to clients as their financial needs evolve over time. Our company prides itself on its unique culture, fostering a fun and friendly environment that values excellence and integrity.

The Role – Servicing Advisor:

We are seeking an accomplished, diploma-qualified Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients. The ideal candidate will possess exceptional verbal and written communication skills, strong problem-solving abilities, and attention to detail. They should be adept at managing multiple tasks and prioritizing effectively, with proficiency in using CRM software and other relevant tools. Additionally, they should be customer-focused, passionate about helping others, patient, empathetic, and able to handle stressful situations calmly. Self-motivation and the ability to work independently as well as part of a team are also essential attributes.

The Person – Servicing Advisor:

This is a fantastic opportunity to undertake an engaging and challenging role that would suit a confident, numerate, and professional individual who enjoys utilizing their initiative and has a 'can do' working style. We are looking for a Level 4 Diploma Qualified professional with 2 years' experience. St. James's Place experience is preferred. Importantly, you are committed to a career in Wealth Management and are looking to expand and develop your existing knowledge and are actively seeking a career where you will be servicing existing clients.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.