Senior Financial Planning Role
1 week ago
We are seeking a seasoned and ambitious financial professional to join our thriving practices in London, serving clients across the UK.
About Us:
- We are the UK's largest Wealth Manager, supporting 4,500 talented advisers with high-quality financial advice.
- We have aggressive growth plans and are looking for individuals who can demonstrate a proactive, innovative, and results-oriented approach.
Your Key Responsibilities:
- You will deliver comprehensive financial planning services to private and corporate clients across the UK.
- You will establish and maintain strong professional relationships with clients through face-to-face interactions and phone calls.
- You will be able to work efficiently towards targets and maximise opportunities.
Our Comprehensive Support:
- We provide tailored support to ease your transition into our organisation.
- You will have access to established client servicing opportunities with both private and corporate clients.
- You will receive specialist guidance, technical support, and exceptional marketing support.
About the Ideal Candidate:
- As an experienced or aspiring financial advisor, you will possess the ability to effectively engage with new leads and clients.
- You will have a customer-focused approach and mindset, prioritising best practice, teamwork, positive outcomes, and experience.
Award-Winning Perks:
- The St. James's Place Advice Guarantee*
- Tailored training and development to enhance your skills and knowledge.
- Access to our unique investment management approach.
- An industry-leading commission structure.
Salary: £50,000 - £80,000 per annum (dependent on experience).
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