Trainee Financial Adviser — Fully Funded Diploma & Progress

St. James's Place; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway. This is designed for motivated individuals looking to retrain into professional financial advice and to build a long-term career with clear progression.

Successful applicants will follow a fully funded development programme, benefit from practical client exposure, and have support to obtain the Level 4 Diploma in Financial Planning, with options for employed and self-employed routes.

Qualifications

• Minimum 3 years' professional experience in wealth management or client-facing roles.
• Excellent communication and interpersonal skills.
• Ambitious and motivated for long-term career progression.

Responsibilities

• Provide holistic financial planning to clients.
• Build long-lasting relationships with stakeholders and clients.
• Act with integrity and professionalism in managing client wealth.
• Excel in strategic planning and regulatory compliance.

Skills

Client facing

Wealth management

Communication

Education

Level 4 Diploma in Financial Planning

Job description

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway. This is designed for motivated individuals looking to retrain into professional financial advice and to build a long-term career with clear progression.

Successful applicants will follow a fully funded development programme, benefit from practical client exposure, and have support to obtain the Level 4 Diploma in Financial Planning, with options for employed and self-employed routes.