Financial Advisor (with CAS status)– SJP Practice
Location: Harrow, Northwest London
Salary: Up to £50,000 (DOE) + Excellent Benefits + Career Progression
Are you a qualified SJP Advisor with CAS status and a strong background in wealth management?
Do you thrive in a client-focused environment where long-term relationships and tailored solutions are the priority?
We’re working with a highly regarded St. James’s Place (SJP) Partner Practice that specialises in bespoke wealth management services. Known for their personal and holistic approach, they offer expert advice across retirement planning, investment strategies, and broader financial consulting —all tailored to each client’s individual goals.
The Role:
This is an excellent opportunity to join a dynamic and supportive team, providing first-class service to a diverse client base with assets ranging from £2,000 to several million. The firm provides exceptional paraplanning, admin, and compliance support, allowing you to focus on what matters most— building trusted client relationships and delivering quality advice .
Key Responsibilities:
* Provide holistic financial advice and manage a portfolio of clients
* Conduct end-to-end client reviews and handle disinvestments
* Submit cases and manage planning processes efficiently
* Maintain client relationships and support ongoing service needs
* Coordinate and attend client meetings
✅ Requirements:
* SJP-qualified Financial Advisor with CAS
* Diploma Qualified
* Proven experience (2 years) + in wealth management and client servicing
* Strong understanding of financial planning processes and SJP systems
* Professional, personable, and relationship-drive
⭐ Why Apply?
* Competitive salary up to £50,000 (DOE)
* Excellent benefits package
* Genuine career progression opportunities within a growing, respected practice
* Join a team that values integrity, collaboration, and client care
Ready to take the next step in your career?
Please send your CV or get in touch with Sam at samn@financialdivisions.co.uk to find out more.