St. James's Place Financial Adviser Academy
Trainee Financial Adviser
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Title: Trainee Financial Adviser
đź“Ť Location: Derby
Join One of SJP’s Top-Performing Practices in Derby
Are you an ambitious professional looking to build a long-term career in financial advice? We are working with some of the top performing and fast-growing partner practices of St. James’s Place, they are now looking to expand their team and seeking a Trainee Financial Adviser to join them.
Based in the heart of Derby, these practices and their advisers have each built a strong reputation for delivering tailored financial advice to a diverse and loyal client base. With continued growth and demand, they are now offering a unique opportunity for an aspiring adviser to enter the industry through a structured and supportive development pathway.
👤 What We're Looking For
We’re seeking someone who is:
Reasons to use Rodeo
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.
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.
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.
- Passionate about financial advice and helping clients plan for their futures
- Professional, articulate, and confident in front of clients
- Driven to build and grow their own portfolio of clients
- Strong work ethic and a brilliant team player
Preferred (but not essential):
- QCF Level 4 qualifications (DipFA, IAD, CISI, or equivalent)
- Background in relationship management or other client-facing roles. Open to a charismatic individual who is passionate about advice with at least 4 years professional experience
đź’Ľ What We Offer
Whether you’re just starting out or looking to pivot into a rewarding new career, we’ll provide everything you need to succeed:
- Full funding for industry-recognised exams (e.g. CII R0s) to help you become Level 4 qualified
- Comprehensive, hands-on training in client acquisition, financial planning, and retirement modelling
- A supportive pathway to advising, including access to a client bank to assist your new start
- Back-office support to keep you focused on what matters most
- The opportunity to shadow experienced advisers and learn directly from industry leaders
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The firms are for both self-employed and employed opportunities however, this can be open to negotiation.
🔍 Is This You?
You might be a great fit if you:
- Have an entrepreneurial mindset and a strong desire to succeed
- Can build long-term relationships based on trust and empathy
- See financial advice as more than just a job and the clients as number one
Apply today and take the first step in a fulfilling career with one of SJP’s most respected practices.
“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
Skills
Location