Trainee Financial Advisor

St. James's Place; Oxford; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Fully funded professional development

Job summary

St. James’s Place invites ambitious individuals to join a flagship development pathway to retrain as Trainee Financial Advisers.

The program offers a fully funded professional development track to achieve Level 4 Diploma in Financial Planning, with support to attain CAS if already qualified. Successful applicants will gain practical exposure to real client work, long-term progression, and opportunities to work within the UK’s leading wealth management organisation, including employed and

Qualifications

• Minimum 3 years in client-facing environments.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma status.
• Full right to work in the UK.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide holistic financial planning to clients.
• Build long-lasting, trusted relationships with stakeholders and clients.
• Act with integrity and professionalism over client wealth.
• Excel in strategic planning and regulatory compliance to provide true financial advice.

Skills

Communication

Interpersonal

Client facing

Commercial awareness

Education

DipFA Level 4 Diploma

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.

What We're Looking For

• A proven background in wealth management, private banking, financial services or similar client-facing roles.
• A minimum of 3 years' professional experience in client facing environments.
• Excellent communication and interpersonal skills.
• Commercially experienced.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma Status (preferred)
• Full right to work in the UK.

Training & Development

Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway. How we support you:

• 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.
• Employed and Self Employed opportunities.

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.