Trainee Financial Advisor – Funded Diploma Path

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 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