Careers

Sovereign Chesterfield

We’re excited to be looking to grow our adviser team in our new Chesterfield offices and so we are looking hard for the right person to help us deliver a true financial planning experience to even more clients throughout the region.

sovereign wealth logo

What we are looking for in you

  • Passionate about helping people achieve their desired financial and lifestyle objectives, through real, value-based financial planning.
  • Hard-working and ambitious. You do not need to be the finished article but a desire to grow and to help us offer something a little bit different is paramount.
  • Someone who can support our and our clients business aspirations and personal goals.
  • A good grasp of your own personal finances and a healthy attitude to lifestyle. We practice what we preach!
  • Qualified financial adviser status with a minimum of RDR-Compliant UK Level 4 Diploma.
  • A proven track-record of being able to attract new clients and build great relationships.
  • IT proficient. Our business heavily technology based and so this is really important. Some experience of using online conferencing tools (i.e. Zoom or similar) is also preferable as we offer both face-to-face and virtual meetings.
  • Experience (or willing to learn!) of using cashflow modelling tools such as Truth or Voyant.

 

woman working on pc at new career

What you can expect from us:

  • The opportunity to work for a company that likes to do things differently.
  • Support and mentoring from top performing financial planners as well as business development specialists.
  • Access to and benefit from a professional marketing strategy which attracts enquiries through local and online presence.
  • Social media support including guidance and content.
  • Provision of new and existing clients where appropriate.
  • Administration, PA and Paraplanning Support if required.
  • Use of meeting rooms and facilities at our Chesterfield offices.
  • An investment proposition backed by St. James’s Place, the award-winning FTSE 100 Wealth Management business.
  • Expert compliance support both internally and through St. James’s Place.
  • Technical Connection – full access to tax, pensions and investment support.

Finally, we offer a place to help build your business and take pleasure in delivering a new approach to financial planning; providing real value to your clients’ lives.

man in business suit enjoying his new career

The financials

  • Self-employed role with great potential (if you have the right attitude!).
  • Competitive share of initial advice fees.
  • Subject to client servicing standards being met, a share of ongoing advice fees would also be payable.
  • Equity options for those looking to build a long-term career with Sovereign Wealth.
  • Attractive administration, PA and Paraplanning support packages.

Whilst this is a self-employed role, financial support packages are available in your first 12 months with Sovereign Wealth.

 

If you would like to talk about a career with Sovereign Chesterfield please get in touch.

 

get in touch

We look forward to hearing from you

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