Wealth Management Trainee: Launch Your Adviser Career

St. James's Place; Liverpool; On-site; GBP 20,000 - 32,000; Full time

Benefits offered by this job

Fully funded Level 4 Diploma training

Employed or self-employed pathways

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Transferable skills

Resilience

Integrity

Drive

Empathy

Education

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

Job description

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.