Aspiring Financial Advisor: Diploma Path & Mentorship

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

Benefits offered by this job

Fully funded Level 4 Diploma

CAS support

Career progression opportunities

Job summary

St. James’s Place Academy is recruiting Trainee Financial Advisers to join a flagship development pathway.

This role targets individuals transitioning from other industries who want a professional career in financial advice and long-term progression. You will identify financial objectives and design holistic plans for clients, businesses and charitable avenues, offering guidance across investments, retirement, estate planning, intergenerational wealth and protection.

Qualifications

• Minimum of 5 years' experience in any industry, ideally in client facing roles.
• Level 4 qualified (DipPFS, IAD, DipFA) or committed to achieving Level 4 Diploma Status.
• Excellent communication, interpersonal and listening skills.
• Entrepreneurial and commercial thinking.
• The capability to explain potentially complex information simply and clearly.
• Persuasion and influencing ability.
• The ability to network and establish relationships with clients.

Responsibilities

• Engage with and develop strong professional relationships with clients.
• Provide holistic financial planning to clients.
• Build long-lasting, trusted relationships with stakeholders and clients.
• Act with integrity and professionalism.
• Excel in strategic planning and regulatory compliance to provide true financial advice.
• Develop rapport to understand client circumstances and objectives.
• Focus on best practice and delivering positive client outcomes and experience.

Skills

Client facing

Communication

Persuasion

Networking

Education

DipPFS / Level 4 Diploma

Job description

St. James’s Place Academy is recruiting Trainee Financial Advisers to join a flagship development pathway.

This role targets individuals transitioning from other industries who want a professional career in financial advice and long-term progression. You will identify financial objectives and design holistic plans for clients, businesses and charitable avenues, offering guidance across investments, retirement, estate planning, intergenerational wealth and protection.