St. James's Place
Trainee Financial Adviser
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Are you already Level 4 qualified, but have never worked as a regulated Financial Adviser or personally delivered regulated financial advice?
The St. James’s Place Financial Adviser Academy is looking to speak with experienced professionals who have already completed a recognised Level 4 financial advice qualification and are now genuinely ready to move into a client-facing Financial Adviser career.
This opportunity is particularly suited to professionals currently working within areas such as paraplanning, private banking, wealth management, financial planning support, advice quality, compliance, investment management, technical financial planning or relationship management.
You may already have strong technical knowledge of financial services, but have not yet had the opportunity to take ownership of client relationships and personally deliver financial advice.
Qualification requirement:
You must have fully completed one of the following:
- CII Diploma in Regulated Financial Planning, DipPFS
- LIBF Diploma for Financial Advisers, DipFA
- CISI Investment Advice Diploma, including the relevant Financial Planning & Advice component
Candidates who are still studying towards Level 4 are not suitable for this particular opportunity unless you have completed 4/6 exams in DipPfs/LIBF or 2/3 exams in IAD.
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The opportunity
Because you have already completed the relevant Level 4 qualification, the focus will be on developing the practical skills required to become a Financial Adviser.
You will build confidence in areas including client meetings, understanding client objectives, financial planning conversations, relationship management, applying technical knowledge in practice and developing towards Competent Adviser Status.
You will receive structured development and practical exposure within the St. James’s Place Partnership, with the aim of helping you transition from being technically qualified into a confident, client facing adviser.
Longer term, opportunities may include joining an established SJP Partner Practice or, depending on your experience and ambitions, exploring the business owner route within the Partnership.
Who we are looking for
We want to speak with people who have made a deliberate decision to pursue financial advice as their next career move.
Holding the qualification alone is not enough.
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We are looking for candidates who can demonstrate strong professional experience, excellent communication skills, confidence building relationships with clients or stakeholders and a clear reason for wanting to become a Financial Adviser now.
Before applying, you should have taken the time to understand:
- What the role of a Financial Adviser involves
- The relationship led and client-facing nature of the profession
- St. James’s Place and the Financial Adviser Academy
- Why you personally want to move into advice
- The level of commitment required to progress through the Academy and achieve Competent Adviser Status
This is not intended as a speculative application.
If shortlisted, you should be prepared to attend an initial video conversation within 5-10 working days of applying.
If you are already Level 4 qualified, have never advised before and are serious about building a long term career in financial advice, we would be pleased to hear from you.
Can be based anywhere in the UK, London, Manchester, Birmingham, Edinburgh, Aberdeen, Glasgow, Liverpool, Cardiff, Bristol, Bath, Southampton, Portsmouth, Brighton, Cornwall, Oxford, Cambridge, York, Kent
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