Trainee Financial Adviser

St. James's Place; West of England; On-site; GBP 40,000 - 70,000; Full time

Job summary

St. James’s Place is expanding and seeking ambitious financial advisers to join and provide holistic financial planning advice to private and corporate clients across the UK. The role offers a path to professional growth within a highly collaborative environment.

We provide bespoke support, access to distinctive investment management approaches, the St. James’s Place Advice Guarantee, specialist technical support, and training toward the Level 4 Diploma in Financial Planning to develop your

Qualifications

• Ambitious financial adviser seeking next career step.
• Level 4 Diploma in Financial Planning required or in progress.
• Strong client relationship skills and face-to-face advisory ability.
• Willingness to develop professionally within a collaborative environment.

Responsibilities

• Provide holistic financial planning advice to private and corporate clients across the UK.
• Engage with leads and new clients to build relationships and understand their financial objectives.
• Deliver high-quality service with a customer-centric approach and maintain professional standards.
• Utilize proven processes and technology to process client cases efficiently.

Skills

Ambitious

Customer-centric

Relationship-building

Target-driven

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.