Trainee Financial Adviser — Fully Funded Training & Growth

St. James's Place; England; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Fully Funded Professional Development

Job summary

St. James’s Place seeks Trainee Financial Advisers to join its flagship development pathway, designed for individuals retraining into professional financial advice.

The role offers training, support and a clear long-term career with progression and earning potential. Ideal candidates have a financial services background or client-facing experience, plus a minimum of three years in the professional world and strong communication skills.

Qualifications

• Background in financial services or client-facing profession.
• Minimum of 3 years professional experience.
• Excellent communication and relationship-building skills.

Responsibilities

• Build trusted, long-term relationships with clients.
• Deliver holistic financial planning tailored to client needs.
• Provide advice with integrity, professionalism and care.
• Excel in strategic planning and regulatory compliance when advising clients.

Skills

Financial services background

Client facing

Communication skills

Relationship building

Education

Level 4 DipFA / CISI / CII or equivalent

Job description

St. James’s Place seeks Trainee Financial Advisers to join its flagship development pathway, designed for individuals retraining into professional financial advice.

The role offers training, support and a clear long-term career with progression and earning potential. Ideal candidates have a financial services background or client-facing experience, plus a minimum of three years in the professional world and strong communication skills.