Wealth Management Trainee – Financial Advice (Career Change Programme)

St. James's Place; Liverpool; Presencial; GBP 20 000 - 32 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Fully funded Level 4 Diploma training

Employed or self-employed pathways

Resumo da oferta

St. James’s Place invites ambitious individuals to train as Financial Advisers through our Adviser Academy. You may have no finance background, but your resilience, integrity and people skills can help you build trusted client relationships and craft practical financial plans.

The program funds your Level 4 Diploma and provides real client exposure, structured development, and opportunities to progress within an established wealth-management practice.

Qualificações

• Minimum of 5 years' professional experience.
• Level 4 qualification or commitment to Level 4 Diploma status.

Responsabilidades

• Build trusted relationships with clients and understand what they want their money to achieve.
• Help turn those ambitions into a clear, practical financial plan for their future.
• Develop into a competent Adviser through St. James’s Place Adviser Academy.
• Support clients by explaining options and guiding long-term financial decisions.

Conhecimentos

Transferable skills

Resilience

Integrity

Drive

Empathy

Formação académica

Level 4 qualified (DipFA, IAD, CISI or equivalent)

Descrição da oferta de emprego

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.

You might not have a background in finance.

You might never have considered becoming a Financial Adviser.

But if you’re ambitious, commercially minded, great with people and ready for a career where your relationships, judgement and ability to solve problems really matter.. this could be worth exploring.

What does a Financial Adviser do?

You’ll build trusted relationships with clients, understand what they want their money to achieve and help turn those ambitions into a clear, practical financial plan for their future. Helping clients connect their money to the life they want to live can be a highly rewarding career for the right person.

Our Adviser Academy offers you the opportunity to develop into a competent Adviser, join an established practice or build your own advice business.

We’re particularly interested in people who have resilience, integrity, drive, empathy and bring strong transferable skills from careers such as:

• Banking & financial services
• Recruitment

Ideally, you will also have:

• A minimum of 5 years' professional experience.
• Level 4 qualified (DipFA, IAD, CISI or equivalent) or committed to working towards Level 4 Diploma Status.

How we will support you:

You’ll receive structured training and development as you work towards becoming a qualified Financial Adviser. 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.

If you’re interested in building a long-term career in Wealth management with St. James’s Place or just interested in finding out more whether this is the right opportunity for you,