+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire.
Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
They offer fantastic support, excellent networking opportunities, and valuable mentorship. Dedicated to providing personalised financial advice and solutions, they offer services including investment planning, retirement planning, and wealth management. With a strong emphasis on client relationships, they focus on understanding each client's unique financial goals and tailoring strategies to meet those needs. Their team of experienced advisors benefits from comprehensive support, including paraplanning, administrative assistance, and compliance services, ensuring clients receive top-tier guidance and service.
This is an opportunity to grow your own business while also having the option of managing a bank of existing clients. With flexible opportunities, you can choose between self-employed or employed roles.
They have a proven track record in helping advisors significantly increase their business. Enjoy hybrid working with 2-3 in-office days per week, ideally within reasonable commuting distance to one of their locations.
Benefit from top-notch paraplanning and administrative support with a dedicated in-house compliance team. Advance your career through in-house training and mentorship programs.
Key qualifications include a Level 4 Diploma in Regulated Professional Financial Advice (or similar) and proven experience providing financial advice and holding competent advisor status.
Ready to take your career to the next level? To discuss this opportunity further please contact Joanna Clark.