Trainee Financial Adviser

St. James's Place Financial Adviser Academy; Birmingham; On-site; GBP 21,000 - 33,000; Full time

Benefits offered by this job

Fully funded Diploma training

Job summary

St. James’s Place is the UK’s leading advice-led wealth management organisation.

We are recruiting Trainee Financial Advisers to join our flagship development pathway for those who want to retrain into a professional career in financial advice. This opportunity suits ambitious individuals with client-facing experience, a Level 4 qualification or working towards Level 4 Diploma Status, and a commitment to long-term progression with a fully funded development programme.

Qualifications

• Minimum of 3 years' professional experience in client-facing roles.
• Background in wealth management or financial services is preferred.
• Level 4 qualified or working towards Level 4 Diploma Status.

Responsibilities

• Passionate about providing holistic financial planning to clients.
• Building long-lasting, trusted relationships with stakeholders and clients.
• Acting with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.

Skills

Client Relations

Relationship Building

Client Relationship Strengthening

Communication

Business Development

Education

Level 4 Diploma in Financial Planning (DipFA, IAD, CISI or equivalent)

Job description

St. James’s Place is the UK’s leading advice-led wealth management organisation. We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is specifically designed for people who are ambitious, motivated, and looking for a long-term career with genuine progression and earning potential.

What We're Looking For

• A proven background in wealth management, private banking, financial services or similar client-facing roles.
• A minimum of 3 years' professional experience, ideally in client facing environments.
• Excellent communication and interpersonal skills.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma Status.

Skills

• Client Relations
• Relationship Building
• Client Relationship Strengthening
• Communication
• Business Development

Training & Development

Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway. How we support you:

• A fully funded professional development programme, providing training and support required to achieve your Level 4 Diploma in Financial Planning.
• If you hold a Level 4 Diploma, we will support you in achieving CAS, if not yet attained.
• Practical exposure to real client work and long-term progression.
• Support from the UK’s leading wealth management organisation.
• Employed and Self Employed opportunities.

Responsibilities

• Passionate about providing holistic financial planning to clients.
• Building long-lasting, trusted relationships with stakeholders and clients.
• Acting with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.