At a Glance
- Tasks: Join a top-performing team and provide tailored financial advice to clients.
- Company: Dynamic financial practice in Derby with a strong reputation.
- Benefits: Full funding for exams, hands-on training, and back-office support.
- Other info: Flexible opportunities for both self-employed and employed roles.
- Why this job: Kickstart your career in finance with mentorship from industry leaders.
- Qualifications: Passion for financial advice and client relationship skills preferred.
The predicted salary is between 42750 - 52250 £ per year.
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
- 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 employer: St. James's Place Financial Adviser Academy
Join a top-performing practice in Derby that prioritises your professional growth and success as a Trainee Financial Adviser. With comprehensive training, full funding for industry-recognised exams, and a supportive work culture, you will have the opportunity to build meaningful client relationships while learning from experienced advisers. This is not just a job; it's a chance to embark on a rewarding career in financial advice within a dynamic and thriving environment.
Contact Details:
St. James's Place Financial Adviser Academy Recruitment Team
