Ambitious Financial Adviser Trainee - Wealth Planning Path

St. James's Place; Cardiff; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Fully funded training

Career progression

Real client exposure

Job summary

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway.

This entry-level programme is designed for ambitious individuals who want a long-term career in professional financial advice and genuine progression. Successful applicants will receive a fully funded development programme to achieve Level 4 Diploma, practical client exposure, and support from the UK's leading wealth management organisation.

Qualifications

• Proven background in wealth management, private banking, financial services or similar client-facing roles.
• Minimum of 3 years' professional experience in client-facing environments.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide holistic financial planning to clients.
• Build long-lasting, trusted relationships with stakeholders and clients.
• Act with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.

Skills

Client Relations

Relationship Building

Client Relationship Strengthening

Communication

Business Development

Education

Level 4 Diploma

Job description

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway.

This entry-level programme is designed for ambitious individuals who want a long-term career in professional financial advice and genuine progression. Successful applicants will receive a fully funded development programme to achieve Level 4 Diploma, practical client exposure, and support from the UK's leading wealth management organisation.