Financial Adviser

7 days ago


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

Company Overview

St. James's Place is a leading wealth management firm in the UK, dedicated to providing high-quality financial advice to private and corporate clients.

We are seeking an ambitious and motivated Financial Adviser to join our team and help us deliver exceptional client service and outcomes.

Salary: £40,000 - £60,000 per annum (dependent on experience)

About the Role

This is an exciting opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting them on their journey in a highly collaborative environment.

The successful candidate will be responsible for providing holistic financial planning advice to private and corporate clients based across the UK, using our distinctive approach to investment management and the St. James's Place Advice Guarantee.

Key Responsibilities:

  • Developing strong professional relationships with clients both in person and over the phone
  • Engaging with new leads and new clients efficiently
  • Providing bespoke support to clients, including access to our distinctive approach to investment management
  • Working closely with other members of the team to achieve business objectives

Required Skills and Qualifications

To be considered for this role, you will need to have:

  • Strong communication and interpersonal skills
  • A customer-centric approach and mindset
  • The ability to engage successfully with new leads and new clients efficiently
  • A focus on best practice, strong team spirit, positive client outcomes and experience

Benefits

As a member of our team, you will receive a range of benefits, including:

  • Exceptional marketing support, including client events
  • The power of the St. James's Place brand
  • Streamlined administration allowing more face-to-face time with clients
  • Ongoing training and development opportunities

Why Join Us?

We offer a unique and supportive environment where you can concentrate on what matters most: providing true financial advice to clients to help them meet their needs and objectives.



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