Servicing Advisor

Job Description Exciting New Servicing Adviser Opportunity with Chartered Edge Wealth Management Competitive pay with bonusChartered 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. Jamess 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. Jamess 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 PackageThe company is offering a highly competitive and generous package:Office based team with flexible work schedulesDedicated management and back office supportSupport from practice principalProfessional Indemnity insurance, pensionFinancial support during Academy periodGiven immediate access to large client bankLocation Newton AbbotA great candidate will be:Highly motivated with a strong desire to continue their professional developmentSteady and detail orientatedHave a passion for building long term relationships with a client centric attitude.Team focused approach that fits with the culture and ethos of the practiceIndependent, ambitious and hard workingLife and work experience in client facing positions.Sales experience desirableEither Level 4 Diploma qualified or completed CII, RO1 and RO5

Created: 2026-04-30