Financial Adviser: Transition for Experienced Pros

St. James's Place Financial Adviser Academy; West of England; On-site; GBP 35,000 - 55,000; Full time

Job summary

St. James’s Place Financial Adviser Academy invites experienced professionals from diverse backgrounds to transition into financial advice. We focus on helping people plan for their future, protect what matters, and make confident financial decisions.

Become the adviser people trust through our training and development, building knowledge to identify clients’ needs and guide them to suitable solutions. With opportunities across 2,600+ practices, you can grow a meaningful career in financial

Qualifications

• Have at least five years of professional experience and a track record of achievement.
• Enjoy building relationships and understanding what matters to others.
• Communicate confidently and can explain complex ideas clearly.
• Are commercially aware, proactive and motivated to succeed.
• Have the resilience and commitment to develop a new professional skill set.
• Want to build a career around helping clients achieve their financial goals.

Skills

Relationship building

Communication

Commercial awareness

Proactivity

Resilience

People-focused

Job description

St. James’s Place Financial Adviser Academy invites experienced professionals from diverse backgrounds to transition into financial advice. We focus on helping people plan for their future, protect what matters, and make confident financial decisions.

Become the adviser people trust through our training and development, building knowledge to identify clients’ needs and guide them to suitable solutions. With opportunities across 2,600+ practices, you can grow a meaningful career in financial