Financial Adviser (SJP)

Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practice.

Key Responsibilities

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• Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
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• Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice.
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• Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management.
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• Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients’ needs and offering solutions such as investments, pensions, insurance, and estate planning.
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• Ongoing Client Reviews: Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions.
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• Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided.
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• Collaboration with Support Teams: Work closely with our marketing, business development, administration, and paraplanning teams to ensure the smooth delivery of services and operations.
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They are looking for qualified Financial Advisers (Wealth Advisers) with at least 3 years’ advice experience who:

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• Hold a QCF Level 4 Diploma (minimum). A Level 6/Chartered status would be advantageous.
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• Have a degree in a relevant subject
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• Have a proven track record as a Financial Adviser and have built and maintained a strong client base.
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• Have delivered holistic advice to High Net Worth and complex clients
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• Have a deep desire to grow, succeed, and make an impact.
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• Are passionate about providing exceptional client service and thrive in a team-oriented environment.
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• Are ready to take ownership of an established client bank and contribute to the continued success of our practice.
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What they can offer:

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• Generous Discretionary Pay Scheme: Enjoy a generous fee-sharing structure with the potential for unlimited earnings based on your performance.
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• An established book of High Net Worth clients provided
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• Comprehensive Support: We don’t just throw you into the deep end – we provide dedicated coaching from some of the most respected figures in wealth management to ensure you thrive.
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• Quality Leads and Administration Support: Focus on what you do best – building relationships and advising clients. We’ll take care of sourcing quality leads and provide a fully serviced office in Canary Wharf to streamline your operations.
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• Career Progression: A clear, structured pathway to owning your own client base, with the option to be self-employed in the future.
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• Training & Development: Receive continuous professional development to enhance your skills, and be supported by our marketing and business development teams to ensure your success.
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Additional Benefits:

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• 24 Days Holiday + Birthday Off – Take time for yourself and celebrate your special day!
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• NHS Medicash Plan – We care about your well-being with access to a health plan.
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• Life Assurance – Peace of mind for you and your loved ones.
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• Income Protection – We’ve got you covered in case of unexpected circumstances.
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• Quarterly Company Social Events – Enjoy regular opportunities to connect and unwind with your colleagues.
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If you are interested in this position, please email your CV to Sam at Artemis Recruitment.