Based in Manchester, we are ideally located to provide a bespoke, transparent Wealth Management Service to private clients, business owners, trustees and corporate clients within the North of England.
This allows us to help our clients achieve not only their own financial objectives, but also provide financial security to their family members so that generations to come can look to the future with confidence and optimism.
Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
Existing client servicing opportunities with both private and corporate clients
Access to our distinctive approach to investment management
James’s Place brand
You will receive all the support and training required to build your network and client bank. This includes help with lead generation and the sales and marketing support you need.
This is a fantastic 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 you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.
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