Trainee Financial Adviser
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About the Company
St. James’s Place is the UK’s leading advice-led wealth management organisation. We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is specifically designed for people who are ambitious, motivated, and looking for a long-term career with genuine progression and earning potential.
What We're Looking For
- A proven background in wealth management, private banking, financial services or similar client-facing roles.
- A minimum of 3 years' professional experience, ideally in client facing environments.
- Excellent communication and interpersonal skills.
- Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma Status.
Training & Development
Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway. How we support you:
- A fully funded professional development programme, providing training and support required to achieve your Level 4 Diploma in Financial Planning.
- If you hold a Level 4 Diploma, we will support you in achieving CAS, if not yet attained.
- Practical exposure to real client work and long-term progression.
- Support from the UK’s leading wealth management organisation.
- Employed and Self Employed opportunities.
Responsibilities
- Passionate about providing holistic financial planning to clients.
- Building long-lasting, trusted relationships with stakeholders and clients.
- Acting with integrity and professionalism over client wealth.
- Excel in strategic planning and regulatory compliance providing true financial advice to clients.
Apply
If you’re interested in building a long term career as a Financial Adviser with St. James’s Place, apply now. A member of our recruitment team will be in touch to arrange an initial confidential conversation.