St. James's Place Financial Adviser Academy
Trainee Financial Adviser (Essex and Suffolk)

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Trainee Financial Adviser (Essex and Suffolk)
About the Company
We are looking for people who want take their career to the next level or are looking for a new career challenge. All training will be provided including support in attaining the level 4 qualification and practical skills to become a fully competent Financial Adviser. The ideal candidate will deliver personalised financial planning solutions to help clients work toward their short, medium and long-term financial goals. They should be comfortable building trusted relationships. If you are already qualified to level 4 but have not yet attained CAS we would still like to hear from you as you could be ideal for this opportunity.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About the Role
Responsibilities
Provide financial planning advice to clients Cultivate client relationships Prepare financial plans for clients Building trusted relationships


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Qualifications
Minimum of 2+ years' of financial services industry experience
Required Skills
Excellent interpersonal skills Willingness to learn and develop Driven Entrepreneurial
Pay range and compensation package
Employed or self-employed opportunities available
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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