Clarence Place Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, an award winning FTSE100 company specialising in wealth management services. We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Due to expansion demands we are looking for a qualified Financial Adviser to join our busy team.
Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.
Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages, well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required; having your client own client base is not essential but would be advantageous.
The role itself will be based across two locations - Moorgate, EC2 and Kent, DA12 therefore flexibility and a willingness to travel is essential.
This is a fantastic opportunity to further your career, develop skills and progress within a successful and growing Practice, all backed up by the resources and knowledge of a leading and awarding FTSE100 company. Ongoing development and training will be available and full admin support will also be provided.
Core office hours are 9am to 5pm Monday to Friday (however flexibility will be required) with 25 days annual leave. Salary is dependent on qualification and experience levels.
Full details are available upon request. Please provide your FCA number upon application.
Job Type: Full-time
Application question(s):
- What is the highest level of education you have completed?
Experience:
- Advising Clients: 1 year (preferred)
Licence/Certification:
- Level 4 qualification in Financial Advice (preferred)
