Job Description
Bradbys Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, an award winning FTSE100 company specialising in wealth management services. We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Due to expansion demands, we are looking for a new Financial Adviser to join our busy team. This is a fantastic opportunity to further your career, develop skills and progress within a successful and growing Practice, all backed up by the resources and knowledge of a leading and award-winning FTSE100 company. Ongoing development and training will be provided.
Successful candidates must have a full Diploma in Financial Planning Level 4 or be on their final exam. Suitable qualifications are:
* CII’s Diploma in Regulated Financial Planning (DipPFS)
* LIBF’s Diploma for Financial Advisers (DipFA)
* CISI’s Investment Advice Diploma (IAD) (You must have attained or be studying the Financial Planning & Advice unit or equivalent e.g. Retail Advice and Planning, Private Client Advice.)
We are looking for individuals with:
· 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.
· 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.
Having experience in financial advice/wealth management and/or your client own client base is not essential but would be advantageous.
Earnings:
* Self employed opportunity with uncapped earnings
Location:
* London/Hybrid
Other Job Details:
* Full-time position
* Work schedule: Monday to Friday
* Applicants must be able to reliably commute to London or plan to relocate before starting work
* Networking will be necessary alongside attending company events when required
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