Careers

Financial Adviser/Wealth Manager

Financial Adviser/Wealth Manager

Employed or Self-Employed opportunities available.

In order to maintain and support the growth of Rhodes Wealth Management, we are currently looking to recruit an experienced Financial Adviser / Wealth Manager to join our dynamic Practice.

The highly motivated and driven candidate will join a respected Senior Partner Practice of St. James’s Place and be given full support to achieve both individual and Practice goals. The successful candidate will be expected to maintain the high standards set within the Practice and demonstrate superior levels of both technical knowledge and client care.

We will help you build and develop professional connections and build a referral based business. We will provide an events programme designed to retain clients and gain referrals from your existing clients, all managed by our own in-house dedicated marketing function. You will be using the most advanced cash flow modelling and portfolio analysis solutions available in the market to give you the best possible chance of success with all prospects.

You will be given full back office support designed to free you up to spend as much of your time as possible with your clients and professional connections.

Your key responsibilities will include:

  • Provide professional, attentive and proficient advice to all clients
  • Recommend the appropriate and relevant solutions to suit your client’s needs
  • Renew client relationships and determine new opportunities
  • Willingness to travel as required
  • Ensure all regulatory documentation is completed in a compliant and timely manner
  • Uphold the standards of service set by RWM and St. James’s Place always

Your experience, skills and qualifications should include:

  • Minimum Diploma Level 4
  • Minimum of 2-3 years’ experience providing face to face financial advice
  • Able to demonstrate a proven and successful record within the industry
  • Ambitious, target driven and an ability to work under pressure to meet deadlines
  • The ability to communicate complex information clearly and simply
  • Passionate about providing high quality client service
  • Motivated to succeed and develop yourself and others within the RWM team

As a representative of RWM, Advisers are expected to conduct themselves in a courteous and professional manner at all times, be committed to personal development and build strong business relationships both internally and externally. Previous experience of dealing with high net worth clients would be advantageous, but not essential. By joining a large, successful Practice like RWM, you will have access to the following resources to enable you to meet your goals:

  • Employed or self-employed opportunities
  • Uncapped earnings potential
  • Ongoing training, business development and mentoring
  • Access to existing RWM clients plus support to find your own
  • Full back office support (including reception, IT, administration and experienced paraplanning)
  • The support of St. James’s Place’s development team
  • Fantastic working environment in newly refurbished offices
  • Full marketing support

To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)

To get in touch with us, please contact us via the phone number or email below. One of our representatives will be happy to assist you.

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To our valued clients

We understand that the current climate is concerning, and we are here to provide support during these challenging times.

Rhodes Wealth Management are doing everything within their capability to prevent disruption and continue to care for our client and employee wellbeing.

We will continue operating and prioritising our client's needs and will be available to provide advice and reassurance.

Our advisers are offering telephone or video appointments to help you through this difficult time.

The team are now working from home in line with government guidelines until further notice, however we remain available for contact over the phone within our normal opening hours of 9am - 5pm, Monday to Friday.

If you have any concerns or would like to speak to a member of our team, please call on 01332 497670 or email us at rwm@sjpp.co.uk.

Rhodes Wealth Management Limited is an appointed representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's Wealth management products and services, more details of which are set out on the Group's website. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.