Financial Adviser (SJP)

Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practice. Key Responsibilities Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions. Provide tailored financial advice that aligns with clients'' financial goals, values, and objectives. Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection. Continuously monitor market trends to offer the most relevant and impactful advice. Business Development: Generate new business by proactively seeking out new clients and building your own client base. This involves networking, referrals, and identifying new opportunities for wealth management. Financial Planning and Advisory: Conduct detailed financial planning assessments, identifying clients'' needs and offering solutions such as investments, pensions, insurance, and estate planning. Ongoing Client Reviews: Regularly review and adjust clients'' portfolios based on their changing needs, financial goals, and market conditions. Compliance and Record Keeping: Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and ..... full job details .....