Trainee Financial Advisor

St. James's Place; Rotherham; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Fully funded Level 4 Diploma

CAS support

Career progression opportunities

Job summary

St. James’s Place Academy is recruiting Trainee Financial Advisers to join a flagship development pathway.

This role targets individuals transitioning from other industries who want a professional career in financial advice and long-term progression. You will identify financial objectives and design holistic plans for clients, businesses and charitable avenues, offering guidance across investments, retirement, estate planning, intergenerational wealth and protection.

Qualifications

• Minimum of 5 years' experience in any industry, ideally in client facing roles.
• Level 4 qualified (DipPFS, IAD, DipFA) or committed to achieving Level 4 Diploma Status.
• Excellent communication, interpersonal and listening skills.
• Entrepreneurial and commercial thinking.
• The capability to explain potentially complex information simply and clearly.
• Persuasion and influencing ability.
• The ability to network and establish relationships with clients.

Responsibilities

• Engage with and develop strong professional relationships with clients.
• Provide holistic financial planning to clients.
• Build long-lasting, trusted relationships with stakeholders and clients.
• Act with integrity and professionalism.
• Excel in strategic planning and regulatory compliance to provide true financial advice.
• Develop rapport to understand client circumstances and objectives.
• Focus on best practice and delivering positive client outcomes and experience.

Skills

Client facing

Communication

Persuasion

Networking

Education

DipPFS / Level 4 Diploma

Job description

In an increasingly complex financial environment, we believe high-quality, relationship-based advice is important for everyone. St. James’s Place is well established as the UK’s leading advice-led wealth management business. We promote our trusted advice exclusively through the St. James’s Place Partnership, with whom we enjoy a close and symbiotic relationship.

As a business, our focus is on providing the Partnership with the tools and support advisers need to build sustainable businesses and develop long term client relationships. Our purpose is clear: ‘To give you the confidence to create the future you want’. By ‘you’, we mean all our stakeholders: our clients, our advisers, the Partnership, shareholders, employees, and society. What connects this community is a common goal of delivering financial wellbeing and good client outcomes.

About the Academy

“Every great adviser starts with a desire to help others. The St. James’s Place Academy builds on that passion, giving you the skills, confidence and support to build a rewarding career, make a real difference, and become invaluable to your clients and community.”

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 with existing professional experience in any industry, who are looking to transition careers. We are looking for people who are ambitious, motivated, and hoping to achieve a long-term career with genuine progression and earning potential.

About the Role:

You will work with people to identify their financial objectives and map out a financial plan to achieve them. Through the provision of a holistic suite of advice and services, you will help individuals, businesses and charities to plan and prepare for a financially stable future. You will provide useful and timely advice, helping clients to determine their goals and make the right decisions in areas such as:

• Investment, Retirement, Estate and Trust planning
• Intergenerational wealth management
• Risk and Protection
• Mortgage and Banking provision
• Cash flow forecasting

What you'll do:

• Engage with and develop strong professional relationships with clients.
• Be passionate about providing holistic financial planning to clients.
• Build long-lasting, trusted relationships with stakeholders and clients.
• Act with integrity and professionalism.
• Excel in strategic planning and regulatory compliance providing true financial advice to clients.
• Develop rapport to gain an accurate understanding of client circumstances and objectives.
• Focus on best practice and delivering positive client outcomes and experience.

Ideally, you will have:

• A minimum of 5 years' experience working in any industry, ideally in client facing roles.
• Level 4 qualified (DipPFS, IAD, DipFA) or committed to achieving Level 4 Diploma Status.
• Excellent communication, interpersonal and listening skills.
• Entrepreneurial and commercial thinking.
• The capability to explain potentially complex information simply and clearly.
• Persuasion and influencing ability.
• The ability to network and establish relationships with clients.

How we will support you:

Successful applicants will be assessed for entry into St. James’s Place’s Adviser development pathway.

• 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.