Trainee Financial Advisor: Wealth Planning Career Path

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

Job summary

St. James’s Place in the United Kingdom is recruiting Trainee Financial Advisers to join our adviser development pathway, designed for ambitious individuals retraining into professional financial advice.

This long-term career offers genuine progression and earning potential within a leading wealth management organisation. Successful applicants will benefit from a fully funded training programme aimed at Level 4 Diploma in Financial Planning, practical client exposure, and multiple progression

Qualifications

• A proven background in wealth management, private banking, financial services or similar client-facing roles.
• A minimum of 3 years' professional experience, ideally in client facing environments.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma Status.

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

Excellent communication

Client-facing

Education

Level 4 qualified (DipFA/IAD/CISI)

Job description

St. James’s Place in the United Kingdom is recruiting Trainee Financial Advisers to join our adviser development pathway, designed for ambitious individuals retraining into professional financial advice.

This long-term career offers genuine progression and earning potential within a leading wealth management organisation. Successful applicants will benefit from a fully funded training programme aimed at Level 4 Diploma in Financial Planning, practical client exposure, and multiple progression