Trainee Financial Adviser

St. James's Place; East Midlands; On-site; GBP 50,000 - 80,000; Full time

Job summary

St. James’s Place is seeking ambitious financial advisers to join our expanding UK practice. You will provide holistic financial planning advice to private and corporate clients across the UK, building trusted relationships and delivering true financial outcomes.

We look for proactive, energetic professionals who focus on client outcomes, enjoy working to targets, and thrive in a collaborative environment. SJP offers bespoke training and a clear path to progress your career within our leading

Qualifications

• Proactive, energetic and ambitious
• Customer centric mindset
• Engage with clients in person and over the phone to understand financial objectives
• Ability to work to targets and maximise opportunities
• Commitment to best practices and client outcomes
• Ability to engage new leads and clients efficiently

Responsibilities

• Provide holistic financial planning advice to private and corporate clients across the UK
• Build quality, long-term relationships with clients
• Engage with new leads and clients efficiently to grow the client base

Job description

Are you an ambitious professional looking to progress your career?

St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.

Operating in London, our largest and top performing practices have further expansion plans and are looking for financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

Who we’re looking for:

• Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious
• Customer centric approach and mindset
• Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
• Capability of working to a target efficiently and maximising the potential of every opportunity
• A focus on best practice, strong team spirit, positive client outcomes and experience
• The ability to engage successfully with new leads and new clients efficiently

How SJP will support you:

We will provide bespoke support, to smooth your transition into our business.

• Existing client servicing opportunities with both private and corporate clients
• Access to our distinctive approach to investment management
• The St. James’s Place Advice Guarantee
• Specialist advice and technical support
• Streamlined administration allowing more face-to-face time with clients
• 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.
• Employed and Self Employed opportunities.

You will receive all the support and training required to build your own business, network and client bank. This includes help with lead generation and the sales and marketing support you need.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.

This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in your career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.