Trainee Financial Adviser

St. James's Place; Greater London; On-site; GBP 25,000 - 38,000; Full time

Job summary

St. James’s Place is recruiting Trainee Financial Advisers to join our flagship development pathway for individuals retraining into a professional career in financial advice.

This academy offers structured progression and practical exposure within a partnership, enabling a transition from technical qualification to client-facing advisory work. Based in London and other locations, the programme focuses on developing client meetings, understanding objectives, and compliant advice delivery with

Qualifications

• Must have completed one of the Level 4 qualifications listed above.

Responsibilities

• Develop practical skills to become a Financial Adviser.
• Build confidence in client meetings and understanding client objectives.
• Engage in financial planning conversations and relationship management.
• Progress towards Competent Adviser Status (CAS) within the Academy.

Education

CII Level 4 Diploma in Regulated Financial Planning, DipPFS

LIBF level 4 Diploma for Financial Advisers, DipFA

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.

About the Job

Are you already Level 4 qualified, but have never worked as a regulated Financial Adviser or personally delivered regulated financial advice?

The St. James’s Place Financial Adviser Academy is looking to speak with experienced professionals who have already completed a recognised Level 4 financial advice qualification and are now genuinely ready to move into a client-facing Financial Adviser career.

This opportunity is particularly suited to professionals currently working within areas such as paraplanning, private banking, wealth management, financial planning support, advice quality, compliance, investment management, technical financial planning or relationship management.

You may already have strong technical knowledge of financial services, but have not yet had the opportunity to take ownership of client relationships and personally deliver financial advice.

Qualification requirement

You must have fully completed one of the following:

• CII Level 4 Diploma in Regulated Financial Planning, DipPFS
• LIBF level 4 Diploma for Financial Advisers, DipFA

The opportunity

Because you have already completed the relevant Level 4 qualification, the focus will be on developing the practical skills required to become a Financial Adviser.

You will build confidence in areas including client meetings, understanding client objectives, financial planning conversations, relationship management, applying technical knowledge in practice and developing towards Competent Adviser Status (CAS).

You will receive structured development and practical exposure within the St. James’s Place Partnership, with the aim of helping you transition from being technically qualified into a confident, client facing adviser.

Longer term, opportunities may include joining an established SJP Partner Practice or, depending on your experience and ambitions, exploring the business owner route within the Partnership.

Who we are looking for

We want to speak with people who have made a deliberate decision to pursue financial advice as their next career move.

Holding the qualification alone is not enough.

We are looking for candidates who can demonstrate strong professional experience, excellent communication skills, confidence building relationships with clients or stakeholders and a clear reason for wanting to become a Financial Adviser now.

Before applying, you should have taken the time to understand:

• What the role of a Financial Adviser involves
• The relationship led and client facing nature of the profession
• St. James’s Place and the Financial Adviser Academy
• Why you personally want to move into advice
• The level of commitment required to progress through the Academy and achieve Competent Adviser Status

Based in London, Bristol, Edinburgh, Glasgow, Manchester, Cardiff, Coventry, Birmingham, Aberdeen, Surrey, Belfast, Exeter, Cirencester, Leeds, Liverpool, Newcastle, Nottingham, Portsmouth, Southampton