Wealth Adviser

About the role

Understanding and managing your wealth should be simple. That's why we make it personal. At SJP, we specialise in providing you with high-quality advice, from high-quality professional advisors, to help you achieve your life goals. This is supported by access to our leading range of investment products and services. However, we aren't just about investments. Discover how it feels to be at the centre of an expert network. What we offer our clients is relationship-based advice covering a range of financial needs, including ensuring you and your family are well-protected in case life throws you a curveball. Our expert advice is supported by leading investment management, and a focus on consistent, sustainable, long-term returns. Your role as a Wealth Adviser is that of an advisor to clients, and it is our responsibility to ensure you are confident in offering broad and skilled advice covering a range of financial planning including investment management, retirement planning and wealth protection planning.

Responsibilities

• Deliver Comprehensive Wealth Advice : Partner with in‑house specialists and subject matter experts to provide clients with holistic financial planning and wealth solutions across investments, protection, and estate structures.
• Provide Expertise in Protection & Planning: Serve as a subject matter expert on insurance products and advanced financial planning concepts, supporting clients with high quality, tailored recommendations.
• Stay Current on Market & Regulatory Developments: Maintain up-to-date knowledge of new
• products, market trends, regulatory updates, and tax changes to ensure all advice is timely, relevant, and fully compliant.
• Client & Partner Communication: Offer exceptional communication and service to clients and internal teams, ensuring smooth case handling, clear explanations, and consistent client engagement.
• Portfolio Construction & Management: Develop and implement investment strategies for clients, including solutions such as bespoke portfolio structures.
• Estate & Succession Advisory: Support clients in structuring assets for multi‑generational transfer, including the establishment of trusts to preserve wealth and legacy.
• Tax Planning & Optimisation: Design strategic tax efficient solutions to minimise liabilities and enhance clients' long-term, after-tax outcomes.

Requirements

• Bachelor's/University degree from a recognised institution or equivalent academic qualifications.
• 5 - 8 years of experience in insurance and investment product sales required. Offshore experience would be advantageous.
• Broad understanding of financial services, product solutions and all aspects of planning strategies and concepts.
• Client-centric skills including excellent interpersonal, verbal and written communication skills.
• Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.

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