Self-Employed Financial Adviser

Company Description

St. James’s Place offers one-to-one financial advice to provide individuals with the confidence to embrace their future, ensuring they have the support needed for their financial journey. The company is committed to providing personalized advice that is in the best interest of its clients, helping them achieve their financial goals and secure their loved ones' futures. St. James’s Place represents only St. James’s Place Wealth Management plc, which is regulated by the Financial Conduct Authority.

Role Description

This full-time role as a Self-Employed Financial Adviser at St. James’s Place in Greater London involves providing tailored financial advice to clients, helping them plan and manage their finances effectively. As an onsite role, the Self-Employed Financial Adviser will work closely with clients to understand their financial goals and create customized strategies to support their long-term financial well-being.

Qualifications

• Strong knowledge of financial planning, investment strategies, and wealth management principles
• Excellent interpersonal skills and the ability to build rapport with clients
• Professional certification in financial planning or a related field
• Experience in the financial services industry, preferably as a financial adviser or consultant
• Demonstrated ability to analyze financial data, assess risk, and provide sound financial recommendations