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St. James's Place Financial Adviser Academy

Trainee Financial Adviser (Essex and Suffolk)

Essex
Posted 18 days ago
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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.

Start with a chat, not a search bar

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your 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.

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It 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.

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Strong

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.

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Strong

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

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“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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Skills

Interpersonal Skills
Financial Planning
Client Relationships
Entrepreneurial Spirit
Willingness To Learn

Location

Essex, England, United Kingdom

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