Trainee Financial Advisor: Fully Funded Diploma Path

St. James's Place

Norwich

On-site

GBP 24,000 - 42,000

Full time

3 days ago
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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 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,

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