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Helping budding entrepreneurs to launch advisory businesses and supporting talented individuals to realise their career goals
Are you a driven and diligent individual looking to progress your career?
One of our Partner Practices have been helping people and businesses achieve their lifelong financial ambitions through high quality financial advice.
Since joining St James’s Place, they have been working with wonderful clients throughout the Midlands, growing FUM considerably by a small team.
Currently operating remotely with regular team and client face to face meetings, the Practice has expanded dramatically and is looking for an individual with the level 4 diploma in financial advice (or individual actively progressing towards completion) to join and provide holistic financial planning advice of existing clients as well as new referrals and own network.
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The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.
Who we’re looking for:
* Proactive and Ambitious. To take the next steps on your career, can you demonstrate these traits?
* Customer centric approach and mindset.
* Proven experience of building strong customer relationships both over the phone and in person.
* The ability to engage successfully with new leads and new clients efficiently.
* Ability to learn new systems and technologies.
* 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.
* Capability of working to a target efficiently and maximising the potential of every opportunity.
* A sufficient self-starter who can maximise the support structure behind you to achieve your aspirations and potential.
* A focus on best practise, strong team spirit, positive client outcomes and experience.
How we will support you:
* We will provide bespoke support, to smooth your transition into our business.
* Significant existing client servicing opportunities with clients for the right individual.
* Access to our distinctive approach to investment management
* The St. James’s Place Advice Guarantee*
* Specialist advice and technical support
* The power of the St. James’s Place brand
* Streamlined administration allowing more face-to-face time with clients
You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support individuals to get up to speed to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.
The business has an established structure offering support, mentorship and development from a team of experienced advisers.
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.
If this sounds like the next step for you, please apply above.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
* Industries
Financial Services and Investment Advice
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