Trainee Financial Adviser: Grow Your Client Portfolio

Trainee Financial Adviser: Grow Your Client Portfolio

Trainee 39600 - 48400 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Learn to build your own client portfolio and provide financial advice.
  • Company: Join St. James’s Place, a leading financial adviser academy in Derby.
  • Benefits: Receive comprehensive training, exam funding, and ongoing support.
  • Why this job: Kickstart your career in finance and make a real difference for clients.
  • Qualifications: Ambitious, client-focused individuals ready to build relationships.

The predicted salary is between 39600 - 48400 £ per year.

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James’s Place Financial Adviser Academy in Derby is offering a structured entry route for ambitious professionals to become licensed financial advisers.

You will receive comprehensive training in client acquisition, financial planning, and retirement modelling while building your own client bank.

Successful candidates are entrepreneurial, client-focused, and ready to develop long-term relationships.

The program supports exam funding and provides back-office and field guidance to accelerate

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Trainee Financial Adviser: Grow Your Client Portfolio employer: St. James's Place Financial Adviser Academy

St. James’s Place Financial Adviser Academy in Derby is an exceptional employer, offering a dynamic work culture that fosters entrepreneurial spirit and client-centric values. With comprehensive training, exam funding, and robust support systems in place, employees are empowered to grow their client portfolios while enjoying ample opportunities for personal and professional development in a collaborative environment.

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Contact Details:

St. James's Place Financial Adviser Academy Recruitment Team

We think you need these skills to ace Trainee Financial Adviser: Grow Your Client Portfolio

Client Acquisition
Financial Planning
Retirement Modelling
Entrepreneurial Mindset
Client-Focused Approach
Relationship Building
Exam Preparation