Aspiring Financial Adviser: Academy to Client-Facing CAS

St. James's Place; Greater London; On-site; GBP 25,000 - 38,000; Full time

Job summary

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

This academy offers structured progression and practical exposure within a partnership, enabling a transition from technical qualification to client-facing advisory work. Based in London and other locations, the programme focuses on developing client meetings, understanding objectives, and compliant advice delivery with

Qualifications

• Must have completed one of the Level 4 qualifications listed above.

Responsibilities

• Develop practical skills to become a Financial Adviser.
• Build confidence in client meetings and understanding client objectives.
• Engage in financial planning conversations and relationship management.
• Progress towards Competent Adviser Status (CAS) within the Academy.

Education

CII Level 4 Diploma in Regulated Financial Planning, DipPFS

LIBF level 4 Diploma for Financial Advisers, DipFA

Job description

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

This academy offers structured progression and practical exposure within a partnership, enabling a transition from technical qualification to client-facing advisory work. Based in London and other locations, the programme focuses on developing client meetings, understanding objectives, and compliant advice delivery with