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Financial advisor

Leeds
St. James’s Place
Financial advisor
Posted: 20h ago
Offer description

Overview

Business Acquisition Consultant | Driving Growth for Wealth Management | Building Meaningful Connections for Success

Job Title: Financial Adviser

Earnings: Employed or Self-Employed opportunity – with the flexibility to build real value within a successful practice, alongside further financial progression.


Minimum Requirements

Level 4 Qualified Financial Adviser (or relevant professional experience)


Responsibilities

* Join a well-established SJP practice based in Leeds and take on a client bank of at least 100 clients.
* Provide exceptional long-term client outcomes and deliver true financial advice and long-term value to clients.
* Build and maintain strong, lasting relationships with clients both in person and remotely.
* Operate in a stable, client-centric environment with mentoring and development opportunities.


How We Will Support You

* Ready-made client base of at least 100 clients to service.
* Strong mentoring and personal development opportunities.
* Specialist advice and technical support from within St. James’s Place (SJP).
* Exceptional marketing and lead generation support.
* Streamlined administration to give you more time for client relationships.

This is an excellent opportunity to join a highly regarded Leeds-based practice where you’ll be trusted with long-standing client relationships, supported by a collaborative team, and given the tools to succeed.

If you are seeking a stable, client-focused role with mentoring opportunities in a supportive environment, we’d love to hear from you.

Apply now to explore the next step in your career.

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