Aspiring Financial Advisor: Wealth Planning Trainee

St. James's Place; England; On-site; GBP 24,000 - 36,000; Full time

Job summary

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway. This opportunity is designed for ambitious individuals seeking a long-term career with genuine progression and earning potential.

We provide a fully funded professional development programme to help you achieve Level 4 Diploma status, with practical exposure to real client work and long-term progression within the UK’s leading wealth management organisation.

Qualifications

• Minimum 3 years' professional experience, ideally in client-facing environments.
• Level 4 qualified or working towards Level 4 Diploma status (preferred).
• Full right to work in the UK.

Responsibilities

• Provide holistic financial planning to clients.
• Build trusted relationships with stakeholders and clients.
• Act with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance.

Skills

Client facing

Communication

Interpersonal skills

Wealth management background

Education

Level 4 Diploma (DipFA/IAD/CISI)

Job description

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway. This opportunity is designed for ambitious individuals seeking a long-term career with genuine progression and earning potential.

We provide a fully funded professional development programme to help you achieve Level 4 Diploma status, with practical exposure to real client work and long-term progression within the UK’s leading wealth management organisation.