Trainee Financial Adviser

St. James's Place Financial Adviser Academy; East Midlands; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Industry exam funding

Hands-on training

Client bank access

Back-office support

Shadow experienced advisers

Job summary

St. James’s Place Financial Adviser Academy in Derby is offering a structured entry route for ambitious professionals to become licensed financial advisers. You will receive comprehensive training in client acquisition, financial planning, and retirement modelling while building your own client bank.

Successful candidates are entrepreneurial, client-focused, and ready to develop long-term relationships. The program supports exam funding and provides back-office and field guidance to accelerate

Qualifications

• Passionate about financial advice and helping clients plan for their futures.
• Professional, articulate, and confident in front of clients.
• Driven to build and grow their own portfolio of clients.
• Strong work ethic and a brilliant team player.

Skills

Client relationship building

Professional communication

Target-driven

Team player

Education

QCF Level 4 qualifications

Job description

Join One of SJP’s Top-Performing Practices in Derby

Are you an ambitious professional looking to build a long-term career in financial advice? We are working with some of the top performing and fast-growing partner practices of St. James’s Place, they are now looking to expand their team and seeking a Trainee Financial Adviser to join them.

Based in the heart of Derby, these practices and their advisers have each built a strong reputation for delivering tailored financial advice to a diverse and loyal client base. With continued growth and demand, they are now offering a unique opportunity for an aspiring adviser to enter the industry through a structured and supportive development pathway.

What We're Looking For

We’re seeking someone who is:

• Passionate about financial advice and helping clients plan for their futures
• Professional, articulate, and confident in front of clients
• Driven to build and grow their own portfolio of clients
• Strong work ethic and a brilliant team player

Preferred (but not essential) :

• QCF Level 4 qualifications (DipFA, IAD, CISI, or equivalent)
• Background in relationship management or other client-facing roles. Open to a charismatic individual who is passionate about advice with at least 4 years professional experience

What We Offer

Whether you’re just starting out or looking to pivot into a rewarding new career, we’ll provide everything you need to succeed:

• Full funding for industry-recognised exams (e.g. CII R0s) to help you become Level 4 qualified
• Comprehensive, hands-on training in client acquisition, financial planning, and retirement modelling
• A supportive pathway to advising, including access to a client bank to assist your new start
• Back-office support to keep you focused on what matters most
• The opportunity to shadow experienced advisers and learn directly from industry leaders

The firms are for both self-employed and employed opportunities however, this can be open to negotiation.

Is This You?

You might be a great fit if you:

• Have an entrepreneurial mindset and a strong desire to succeed
• Can build long-term relationships based on trust and empathy
• See financial advice as more than just a job and the clients as number one