Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Generate new client relationships and collaborate on business development strategies.
- Company: Join a successful Partner Practice of St. James’s Place in Manchester.
- Benefits: Enjoy competitive salary, performance bonuses, and fully funded training for qualifications.
- Why this job: Gain valuable experience in financial planning with ongoing support from an experienced team.
- Qualifications: Sales or business development background preferred; no financial services experience required.
- Other info: Ideal for those looking to transition into a rewarding career in finance.
The predicted salary is between 24000 - 36000 £ per year.
Are you experienced in business development and interested in becoming a Financial Adviser? We’re supporting a successful Partner Practice of St. James’s Place in Manchester with a rare opportunity for someone to make that transition.
This role comes with full training, funding to complete your industry exams, and a clear route into advice - plus commission, bonuses, and ongoing support from an experienced team.
You’ll focus on generating new client relationships while building your knowledge of financial planning, with the goal of progressing into an adviser role in the future.
What You’ll Be Doing
- Generating New Business: Proactively seek out new opportunities through prospecting and referrals.
- Nurturing Relationships: Develop long-term, trusted relationships with clients, understanding their needs and providing exceptional service.
- Implementing Strategies: Collaborate with the team to design and execute effective business development strategies.
- Collaborative Growth: Work closely with financial advisors and the wider team to support client needs and drive shared success.
What We’re Looking For
- A strong background in sales/recruitment, business development, or client relationship management is preferred.
- Proficient in LinkedIn and social media.
- Excellent communication skills with a professional, approachable demeanour.
- Proactive, entrepreneurial attitude with the ability to self-generate results.
- Experience in implementing successful business development strategies.
- Previous experience in financial services is desirable but not essential - this role is also ideal for individuals transitioning into a new career path.
- A desire to grow within the financial services industry with full support to achieve this.
What’s on Offer
- Competitive base salary with performance-based bonuses.
- Annual company bonus.
- Comprehensive training and mentoring to help you achieve professional qualifications and career progression.
- Exams fully funded.
- A supportive and collaborative team environment.
- The opportunity to represent a trusted, client-focused brand with a strong reputation in wealth management.
- Modern city-centre offices and opportunities for professional growth.
Trainee Financial Adviser employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network actively within the financial services sector. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Leverage LinkedIn effectively. Share relevant content, engage with posts from industry leaders, and join groups related to financial advising to increase your visibility and demonstrate your interest in the field.
✨Tip Number 3
Consider reaching out directly to current financial advisers or those in similar roles. Ask for informational interviews to learn about their experiences and gather advice on how to transition into this career successfully.
✨Tip Number 4
Stay updated on financial news and trends. This knowledge will not only help you in conversations but also show potential employers that you are proactive and genuinely interested in the financial services industry.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, sales, or client relationship management. Use specific examples to demonstrate your skills and achievements that align with the role of a Trainee Financial Adviser.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for transitioning into financial advising. Mention your proactive attitude and any relevant experiences that illustrate your ability to generate new business and nurture client relationships.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your ability to communicate effectively. This could include experiences where you successfully built relationships or resolved client issues.
Showcase Your Entrepreneurial Spirit: In your application, emphasise your proactive and entrepreneurial mindset. Share instances where you took initiative or implemented successful strategies in previous roles, as this aligns well with the expectations of the position.
How to prepare for a job interview at Ellis James Partners Ltd
✨Showcase Your Sales Experience
Highlight your background in sales, recruitment, or business development during the interview. Be prepared to discuss specific examples of how you've successfully generated new business or nurtured client relationships.
✨Demonstrate Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Use examples that showcase your ability to connect with clients and understand their needs.
✨Research the Company and Industry
Familiarise yourself with St. James’s Place and the financial services industry. Understanding their values and services will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions to Ask
Have thoughtful questions ready to ask the interviewer about the role, team dynamics, and growth opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
