At a Glance
- Tasks: Join a top-performing team and provide tailored financial advice to clients.
- Company: St. James’s Place, a leading financial services company in Nottingham.
- Benefits: Full funding for exams, hands-on training, and back-office support.
- Other info: Flexible employment options and opportunities for personal growth.
- Why this job: Kickstart your career in finance with mentorship from industry leaders.
- Qualifications: Passion for financial advice and strong relationship-building skills.
The predicted salary is between 42750 - 52250 £ per year.
Join one of SJP’s top-performing practices in Nottingham. 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 Nottingham, 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
- 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
What We Offer
- 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
The firms are for both self-employed and employed opportunities however, this can be open to negotiation.
Is This 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
Trainee Financial Adviser in Nottingham employer: St. James's Place Financial Adviser Academy
St. James's Place Financial Adviser Academy is an exceptional employer that empowers its Financial Adviser Associates to take charge of their careers with true ownership and unlimited earning potential. Located in a vibrant area, the company fosters a supportive work culture that prioritises personal growth and professional development, offering unique opportunities to build a successful practice while making a meaningful impact on clients' lives.
Contact Details:
St. James's Place Financial Adviser Academy Recruitment Team
