St. James's Place
Trainee Financial Adviser
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About the Company
St. James’s Place is the UK’s leading advice-led wealth management organisation. We are recruiting for 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.
About the Role
As a Trainee Financial Adviser you'll join our Flagship Academy programme designed to help you transition into a successful career in Financial Advice. Whether you're already working in the Financial Service Industry or looking for a career change, we'll provide the training, support and development to help you succeed.
What we're looking for
- A background in Financial Services, or a Client facing profession.
- A minimum of 3 years professional experience.
- Excellent Communication and relationship building skills.
- Level 4 qualified DipFA, CISI, CII or equivalent or currently working towards your Level 4 diploma in Financial Planning.
- Ambitious, motivated individuals who are passionate about helping clients achieve their financial goals.
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Training and Development
Successful applicants will be assessed for entry into St James's Place adviser development pathway;
- Fully Funded Professional Development Programme.
- Support to achieve your level 4 diploma in Financial Planning. (if required)
- Once you hold your Level 4 Diploma, support towards Competent Adviser Status.
- Hands on client experience with ongoing mentoring.
- Clear career progression with the UK's leading Financial Advice Businesses.
- Employed and Self Employed opportunities available
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Responsibilities
- Build Trusted, Long Term relationships with clients.
- Deliver Holistic Financial Planning tailored to individual needs.
- Provide advice with integrity, professionalism and care.
- Excel in strategic planning and regulatory compliance providing true financial advice to clients.
This is a fantastic opportunity for the right candidate to build a long term career within Financial Advice.
Please click apply and a member of the recruitment team will be in touch at their earliest convenience. The next step will be to have a confidential conversation on why you want to become an Adviser for SJP.
We wish you the best of luck from St James Place Academy Recruitment Team.
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