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- Tasks: Support the team with client enquiries and learn the ropes of financial planning.
- Company: Fast-growing financial planning practice with a focus on personal service.
- Benefits: Starting salary of £25,000 - £27,000 pa and full support for your qualification.
- Why this job: Kickstart your career in wealth management with a clear pathway to becoming a qualified adviser.
- Qualifications: Confident communication skills and a proactive attitude are essential.
- Other info: Join a supportive team and enjoy excellent career growth opportunities.
The predicted salary is between 25000 - 27000 £ per year.
Location: Marlow
Starting Salary: £25,000 - £27,000 pa
Start your career in financial planning. We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James's Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we're investing in the next generation of advisers.
We're looking for a bright, motivated individual to join our growing financial planning practice in Marlow. This isn't just an admin role; it's a structured pathway to becoming a qualified Financial Adviser. If you're ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment.
The Role:
- You’ll start by supporting the Partner and wider team with day-to-day administration and client support, learning how a successful financial planning business operates from the inside.
- Dealing with client enquiries (phone, email, in person)
- Preparing documentation and reports for client meetings
- Maintaining accurate client records
- Assisting with business processing and administration
- Working closely with the Partner to support client relationships
Over time, you’ll move onto a clear development pathway, including:
- Studying towards the DipPFS qualification (fully supported)
- Shadowing client meetings
- Learning how to build financial plans and recommendations
- Gradually progressing towards advising clients yourself
The Person:
This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can-do working style. You will have confident communication skills (written and verbal) and strong numerical and analytical ability. You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach. You will have a genuine interest in wealth management and be committed to developing a career as a Financial Adviser.
A degree or prior financial services experience is helpful, but not essential; however, you will need previous experience in a client-focused professional environment. You will be based in the Marlow Office and be able to travel to work in London one or two days a week.
St. James's Place plc (SJP) is a leading, highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Trainee Financial Adviser employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. Show them you’re not just another candidate; demonstrate your passion for wealth management and how you can contribute to their team.
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for motivated individuals like you. Make sure your application stands out by tailoring it to the specific role and showcasing your relevant skills.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let us see your enthusiasm for financial planning. Share why you're excited about becoming a Financial Adviser and how you can contribute to our team. A genuine interest in wealth management will definitely catch our eye!
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience, skills, or qualifications that align with what we're looking for. We want to see how your background fits into our client-focused approach.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate well-structured applications that are easy to read, so make sure your key points stand out!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Follow the instructions carefully, and remember to tick the Privacy Policy box before hitting that green 'apply to this job' button!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and wealth management. Brush up on key terms and concepts that are relevant to the role of a Trainee Financial Adviser. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Communication Skills
As a Trainee Financial Adviser, you'll be dealing with clients regularly. Practice articulating your thoughts clearly and concisely. During the interview, demonstrate your ability to communicate effectively by answering questions thoughtfully and engagingly. Remember, it's all about building relationships!
✨Be Proactive and Organised
Highlight your proactive attitude and organisational skills during the interview. Share examples from your past experiences where you took the initiative or managed tasks efficiently. This will resonate well with the interviewers, as they’re looking for someone who can thrive in a structured environment.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the company culture, the development pathway, or how success is measured in the role. Asking questions shows your enthusiasm for the position and helps you determine if the company is the right fit for you.