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We are a FTSE100 wealth management business that puts long-term client relationships and trusted face-to-face financial advice at the centre of everything we do. With the outstanding support we offer, our Partners offer their clients a truly holistic advice proposition covering all aspects of a client's financial planning needs and backed by our advice guarantee.
We support our Partners with a genuine business consultancy approach that focuses on both personal and professional development enabling our Partners to build income and create a capital exit strategy for the future.
Build client relationships based upon developing strategies focused on achieving the client's financial goals through the use of financial and wealth management solutions.
Analysis of client's financial status, developing client value proposition plans based on the understanding of financial data, and discussion of financial objectives with the client.
Establish relationships to ensure that the client retains the Group and Consultant for wealth management services over the longer term.
Prepare and submit recommendation documents to implement a plan selected by the client.
Advise clients on appropriate investment products, financial and wealth management services/products.
Where applicable, refer the client to other financial establishments/organisations to obtain services outlined in the client value proposition plan that are beyond the scope of services provided by St. James's Place.
Regular ongoing contact with the client to revise financial plans based on the review and modification of client needs or changes in the investment market.
Develop and cultivate a client base through on going servicing.
Work alongside the local Marketing Team to create an individual sales and marketing strategy for cultivating new client relationships.
Skills and experience
Minimum 5 years experience in Financial Services, with a background in providing face to face financial advice to clients.
Strong knowledge of financial products enabling you to advise clients in a holistic manner giving them a detailed and diverse plan.
Self-driven and entrepreneurial individual who aims to do what is best for every client.
Good communication and interpersonal skills enabling you to communicate with confidence at all levels.
M5, M8, M8A, M9, M9A, HI (essential)
CHFC or CFP accredited (desired)
How St. James's Place will support you:
On acceptance the successful candidate will benefit from:
Bespoke support to smooth your transition to St. James's Place.
Access to our distinctive award-winning approach to investment management.
The St. James's Place Advice Guarantee*
Specialist advice and technical support.
Exceptional marketing support, including personalised website and client events.
Personalised support in developing a long-term business plan to help you achieve your own personal goals and aspirations.
Becoming a Partner with St James Place means that you own your own clients. When you look to retire or move, you will have the option of selling your business via our business sale and purchase facility.
(* St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.)