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Financial Services Professional

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
Job Description

Role Summary: We are seeking a highly skilled and motivated Financial Advisor to join our team at St. James's Place. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.

Key Responsibilities:

  • Provide bespoke and expert financial advice to clients
  • Understand clients' financial situations and develop personalized financial plans
  • Help clients understand their options and make knowledge-led decisions about next steps
  • Build and maintain long-term relationships with clients
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Proven experience as a Financial Advisor or in related roles
  • Strong knowledge of financial products, investment strategies, and financial planning
  • Ability to analyze complex financial information and provide accurate recommendations
  • Proficiency in financial software and tools
  • Excellent communication and interpersonal skills

What We Offer:

  • Industry-leading training and financial support for qualifications
  • Financial support during the training period
  • Opportunity to work with a reputable and well-regarded business
  • Client bank and networking opportunities
  • Option for employed, salaried, or self-employed roles

Company Culture:

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.