St. James’s Place is the UK’s leading advice-led wealth management organisation. We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is specifically designed for people who are ambitious, motivated, and looking for a long-term career with genuine progression and earning potential.
What We're Looking For
- A proven background in wealth management, private banking, financial services or similar client-facing roles.
- A minimum of 3 years' professional experience, ideally in client facing environments.
- Excellent communication and interpersonal skills.
- Level 4 qualified (DipFA, IAD, CISI or equivalent) or working towards Level 4 Diploma Status.
Skills
- Client Relations
- Relationship Building
- Client Relationship Strengthening
- Communication
- Business Development
Training & Development
Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway. How we support you:
- A fully funded professional development programme, providing training and support required to achieve your Level 4 Diploma in Financial Planning.
- If you hold a Level 4 Diploma, we will support you in achieving CAS, if not yet attained.
- Practical exposure to real client work and long-term progression.
- Support from the UK’s leading wealth management organisation.
- Employed and Self Employed opportunities.
Responsibilities
- Passionate about providing holistic financial planning to clients.
- Building long-lasting, trusted relationships with stakeholders and clients.
- Acting with integrity and professionalism over client wealth.
- Excel in strategic planning and regulatory compliance providing true financial advice to clients.
#J-18808-Ljbffr
Trainee Financial Adviser in Cardiff employer: St. James's Place
St. James’s Place is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. Located in Cirencester, this hybrid role as a Data Privacy Manager not only provides competitive benefits such as parental leave and health insurance but also fosters an environment where employees can thrive through collaboration and engagement with diverse stakeholders in the regulated financial services sector.
