Entrepreneurial Financial Advisor Role

17 hours ago


Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time
About Our Company
St. James's Place is a leading provider of financial services, dedicated to supporting and training new advisers through the St. James's Place Financial Adviser Academy.

**The Role**
We are seeking a motivated and entrepreneurial individual to join our team as a Financial Adviser. This role involves working closely with clients to understand their needs and provide personalized financial advice.

**Key Responsibilities**
As a Financial Adviser, you will be responsible for:
  • Developing and maintaining relationships with clients
  • Offering tailored financial advice and solutions
  • Managing client records and ensuring compliance with regulatory requirements

**Benefits and Salary**
The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience. As a Financial Adviser, you will also have access to ongoing training and development opportunities, as well as a comprehensive benefits package.

**What We Look For**
To succeed in this role, you will need:
  • A successful track record in your existing career or business
  • An entrepreneurial and self-motivated nature
  • Demonstrable ability to develop relationships


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