Financial Advisor

Job description

JPA Financial Planning Ltd

Job Title: Financial Adviser

Location: Wolverhampton/Stourbridge Area

Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma. Ideally an experienced adviser that has been doing the job

Earnings: Competitive self/employed opportunity with a bank of clients provided. Potential to be employed.

Are you:

• 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
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes

How will SJP support you:

We will provide bespoke support, to smooth your transition into our business:

• Existing client servicing opportunities with both private and corporate clients
• Specialist advice and technical support
• Exceptional marketing support
• Streamlined administration allowing more face-to-face time with clients

You will receive support and training to understand St. James’s Place and our investment proposition and will be provided with a bank of clients to develop relationships with.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. JPA will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.

This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.

If this sounds like the next step for you, please apply.

Extra information

Status

Closed

Education Level

Secondary School

Location

Wolverhampton

Type of Contract

Full-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English