Financial Planner

JR United Kingdom; Manchester; On-site; GBP 50,000 - 100,000

Job description

St. James’s Place has helped people and businesses achieve their lifelong ambitions through high-quality financial advice. SJP supports over 4,800 talented advisers, making us the biggest Wealth Manager in the UK.

Key Responsibilities:

• Lasting Bonds: Cultivate genuine, long-term relationships with clients, grounded in trust and understanding. We're committed to journeying alongside our clients through every stage of life, adapting our support to meet their evolving needs and aspirations.
• Transformation: Provide expert financial guidance with empathy and insight, addressing not just immediate concerns, but also long-term goals and dreams. From retirement planning to investment strategies, tax optimisation, risk management, and specialised financial planning, we're here to help our clients navigate life's financial complexities with confidence.
• Futures: Offer comprehensive support and ongoing advice, ensuring our clients feel empowered to make informed decisions that shape their financial future. Whether it's planning for retirement, protecting assets, or achieving milestones, we're dedicated to helping our clients achieve their dreams and aspirations, one step at a time.

Are you:

• Someone who is ready to take the next step in your career and can demonstrate that you are proactive, personable, and professional.
• Preferably, Level 4 Diploma qualified in Regulated Financial Planning.
• Someone who has a client-centric approach and mindset.
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely.
• A capable self-starter who can maximise the support structure provided to help you achieve your aspirations and potential.
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes.

What We Offer:

• Existing client servicing opportunities with both private and corporate clients.
• Award-winning Academy to offer training and support to achieve the Level 4 qualification and build a successful financial advice career.
• Earnings: Both Employed and Self-employed packages with the opportunity to build real value within a leading financial advice business. Potential for earning £100k+ within 2 years, with the opportunity for further financial progression.