Servicing Advisor

Exciting New Servicing Adviser Opportunity with Chartered Edge Wealth Management

Competitive pay with bonus

Chartered Edge Wealth Management has a rewarding opportunity for a Servicing Advisor to join its successful team in the Newton Abbot area. The company is a Senior Partner practice of the award winning FTSE100 wealth management company, St. James’s Place which is one of the fastest growing companies in the FTSE100; with over £220 billion in assets under management, it is the largest financial planning/wealth management company in the UK.

Chartered Edge Wealth is in the process of building on its recent success by growing its team of Financial Advisers & Servicing Advisors and utilising the St. James’s Place Academy for training and development. The company has a strong culture of developing and nurturing its Financial Advisers with a dedicated support team and ongoing development programme.

Highly Competitive Package

The company is offering a highly competitive and generous package:

• Office based team with flexible work schedules
• Dedicated management and back office support
• Support from practice principal
• Professional Indemnity insurance, pension
• Financial support during Academy period
• Given immediate access to large client bank
• Location – Newton Abbot

A great candidate will be:

• Highly motivated with a strong desire to continue their professional development
• Steady and detail orientated
• Have a passion for building long term relationships with a client centric attitude.
• Team focused approach that fits with the culture and ethos of the practice
• Independent, ambitious and hard working
• Life and work experience in client facing positions.
• Sales experience desirable
• Either Level 4 Diploma qualified or completed CII, RO1 and RO5