Wealth Management Trainee – Financial Advice (Career Change Programme)

St. James's Place; Manchester; Presencial; GBP 28 000 - 34 000; Tempo integral

Resumo da oferta

St. James’s Place in the UK is 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, but you’re ambitious, commercially minded, great with people and ready for a career where relationships, judgement and problem solving really matter. We offer a fully funded professional development programme toward the Level 4 Diploma, with practical client

Qualificações

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

Responsabilidades

• Build trusted relationships with clients and translate their ambitions into a practical financial plan.
• Develop into a competent Adviser through the Adviser Academy.
• Receive structured training and support toward completing the Level 4 Diploma.
• Work within St. James’s Place’s Adviser development pathway.

Conhecimentos

Transferable skills

People skills

Resilience

Integrity

Ambition

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.