Trainee Financial Advisor: Wealth Growth Path

St. James's Place; Reading; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Fully funded professional development

Career progression opportunities

Job summary

St. James’s Place in Reading is recruiting Trainee Financial Advisers to join our adviser development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is designed for ambitious, motivated people with long-term career progression.

Successful applicants will be assessed for entry into the adviser development pathway. The programme is fully funded to help you achieve your Level 4 Diploma with practical exposure to real client work and

Qualifications

• Minimum of 3 years' professional experience in client-facing environments.
• Level 4 qualified or working towards Level 4 Diploma (preferred).
• Background in wealth management or financial services is beneficial.

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 complianceproviding true financial advice to clients.

Skills

Client-facing experience

Communication skills

Commercial awareness

Financial services experience

Right to work in UK

Education

DipFA or Level 4 Diploma or equivalent

Job description

St. James’s Place in Reading is recruiting Trainee Financial Advisers to join our adviser development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is designed for ambitious, motivated people with long-term career progression.

Successful applicants will be assessed for entry into the adviser development pathway. The programme is fully funded to help you achieve your Level 4 Diploma with practical exposure to real client work and