Ambitious Trainee Financial Adviser — Wealth Management Path

St. James's Place; Manchester; On-site; GBP 28,000 - 34,000; Full time

Job summary

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice.

You might not have a background in finance, but you’re ambitious, commercially minded, great with people and ready for a career where relationships, judgement and problem solving really matter. We offer a fully funded professional development programme toward the Level 4 Diploma, with practical client

Qualifications

• A minimum of 5 years professional experience.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or committed to working towards Level 4 Diploma Status.

Responsibilities

• Build trusted relationships with clients and translate their ambitions into a practical financial plan.
• Develop into a competent Adviser through the Adviser Academy.
• Receive structured training and support toward completing the Level 4 Diploma.
• Work within St. James’s Place’s Adviser development pathway.

Skills

Transferable skills

People skills

Resilience

Integrity

Ambition

Education

Level 4 qualified (DipFA/IAD/CISI) or equivalent

Job description

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice.

You might not have a background in finance, but you’re ambitious, commercially minded, great with people and ready for a career where relationships, judgement and problem solving really matter. We offer a fully funded professional development programme toward the Level 4 Diploma, with practical client