Trainee Wealth Adviser

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

Job summary

St. James’s Place in the UK is recruiting Trainee Financial Advisers to join our adviser development pathway. This is designed for motivated individuals looking to retrain into professional financial advice and to build a long-term career with clear progression.

Successful applicants will follow a fully funded development programme, benefit from practical client exposure, and have support to obtain the Level 4 Diploma in Financial Planning, with options for employed and self-employed routes.

Qualifications

• Minimum 3 years' professional experience in wealth management or client-facing roles.
• Excellent communication and interpersonal skills.
• Ambitious and motivated for long-term career progression.

Responsibilities

• Provide holistic financial planning to clients.
• Build long-lasting relationships with stakeholders and clients.
• Act with integrity and professionalism in managing client wealth.
• Excel in strategic planning and regulatory compliance.

Skills

Client facing

Wealth management

Communication

Education

Level 4 Diploma in Financial Planning

Job description

St. James’s Place is the UK’s leading advice-led wealth management organisation. 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 who are ambitious, motivated, and looking for a long-term career with genuine progression and earning potential.

What We're Looking For

• 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.
• Excellent communication and interpersonal skills.

Training & Development

Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway. How we support you:

• 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.

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.