Trainee Financial Advisor

St. James's Place; Norwich; On-site; GBP 24,000 - 42,000; Full time

Job summary

St. James’s Place in Norwich is recruiting Trainee Financial Advisers to join our exciting team, where individuals will be part of our flagship development pathway to retrain into a professional career in financial advice.

This opportunity is designed for ambitious, motivated individuals seeking a long-term career with genuine progression and earning potential. Training includes a fully funded Level 4 Diploma in Financial Planning, with CAS support for those who already hold Level 4 Diploma,

Qualifications

• Background in financial services or similar client-facing roles.
• Minimum of 3 years' professional experience, ideally in client facing environments.
• Excellent communication and interpersonal skills.

Responsibilities

• Passionate about providing holistic financial planning to clients.
• Building long-lasting, trusted relationships with stakeholders and clients.
• Acting with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.

Skills

Financial services background

Client-facing experience

Excellent communication andinterperson

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 exciting team in Norwich where individuals will be part of our

flagship development pathway 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.

What We're Looking For

• A proven background in financial services or similar client-facing roles.
• A minimum of 3 years' professional experience, ideally in client facing environments.
• Excellent communication and interpersonal skills.

Training & Development

• 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.
• Practical exposure to real client work and long-term progression.
• Support from the UK’s leading wealth management organisation.

Responsibilities

• Passionate about providing holistic financial planning to clients.
• Building long-lasting, trusted relationships with stakeholders and clients.
• Acting with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.