Aspiring Financial Advisor: Elite Development Path

St. James's Place; Sheffield; On-site; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Fully funded Level 4 Diploma

Career progression path

Job summary

St. James’s Place in the United Kingdom is recruiting Trainee Financial Advisers to join a flagship development pathway for individuals aiming to retrain into professional financial advice.

The role targets those with experience in any industry and promises genuine progression and earning potential. Successful candidates will enter a fully funded professional development programme to achieve Level 4 Diploma, with practical exposure to real client work and support from the UK’s leading wealth

Qualifications

• Minimum 3 years' professional experience, ideally in client-facing environments.
• Excellent communication and interpersonal skills.
• Level 4 qualified or committed to working towards Level 4 Diploma Status.

Responsibilities

• Engage with and develop strong professional relationships with clients.
• Be passionate about providing 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 providing true financial advice to clients.
• Develop rapport to gain an accurate understanding of client circumstances and objectives.
• Focus on best practice and delivering positive client outcomes and experience.

Skills

Client relationships

Holistic financial planning

Regulatory compliance

Communication

Education

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

Job description

St. James’s Place in the United Kingdom is recruiting Trainee Financial Advisers to join a flagship development pathway for individuals aiming to retrain into professional financial advice.

The role targets those with experience in any industry and promises genuine progression and earning potential. Successful candidates will enter a fully funded professional development programme to achieve Level 4 Diploma, with practical exposure to real client work and support from the UK’s leading wealth