Experienced Financial Adviser

Company Description

St. James’s Place offers personalized financial advice to help individuals confidently embrace their future. With a focus on one-to-one advice, SJP ensures clients receive support tailored to their best interests at every step of their journey. Members of the St. James’s Place Partnership represent St. James’s Place Wealth Management plc, which is regulated by the Financial Conduct Authority. The company is headquartered in Cirencester, Gloucestershire, and provides a trusted, personal touch to financial planning.

Role Description

This is a full-time for an Experienced Adviser, located in Edinburgh. The Adviser will be responsible for providing expert financial advice, developing personalized financial plans, conducting client consultations, and maintaining client relationships. Additionally, the Adviser will stay updated on financial regulations and products, and ensure compliance with industry standards.

Qualifications

• Financial advisory experience and a deep understanding of financial planning
• Ability to conduct thorough client consultations and develop personalized financial plans
• Strong communication and relationship management skills
• Knowledge of financial regulations and compliance standards
• Professional certifications such as CFP or similar are advantageous
• Diploma in Financial Advice - Chartered an advantage
• Ability to work flexibly in and around Edinburgh