Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients plan their financial futures and build lasting relationships.
- Company: Join Mulberry Tree Wealth Management, a top practice of St. James’s Place.
- Benefits: Full funding for exams, hands-on training, and back-office support.
- Other info: Self-employed role with flexible negotiation options.
- Why this job: Kickstart your career in finance with a supportive team and growth opportunities.
- Qualifications: Passion for financial advice; experience preferred but not essential.
The predicted salary is between 30000 - 40000 £ per year.
Join One of SJP’s Top-Performing Practices near Bury St Edmunds – Mulberry Tree Wealth Management.
Are you an ambitious professional looking to build a long-term career in financial advice? Mulberry Tree Wealth Management, a leading and fast-growing partner practice of St. James’s Place, is expanding its team and seeking an Experienced or Trainee Financial Adviser to join them.
Based in the heart of Risby, Mulberry Tree Wealth Management and their advisers have 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 experienced financial adviser or 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)
- A background of giving advice to a wide breadth of clients (experienced candidates)
- Background in relationship management or other client-facing roles
- Open to a charismatic individual who is passionate about advice with at least 5 years professional experience (non-experienced candidates)
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 – Provided through the industry leading, SJP Academy
- A supportive pathway into the business, 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 and collaborate with a brilliant team of advisers and learn directly from industry leaders
- This is a self-employed role 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
- Are an experienced adviser seeking industry leading infrastructure
Apply today and take the first step in a fulfilling career with one of SJP’s most respected practices.
Financial Adviser — Growth Path & Training employer: St. James's Place
Contact Detail:
St. James's Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser — Growth Path & Training
✨Tip Number 1
Network like a pro! Reach out to current financial advisers or industry professionals on LinkedIn. A friendly message can open doors and give you insights into the role that you won’t find in job descriptions.
✨Tip Number 2
Practice your pitch! Whether you're experienced or just starting out, being able to confidently explain why you’re passionate about financial advice is key. Role-play with friends or family to get comfortable.
✨Tip Number 3
Don’t shy away from direct messaging the job poster! A quick note to the Recruitment Manager at St. James’s Place can show your enthusiasm and might just set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining one of SJP’s top-performing practices.
We think you need these skills to ace Financial Adviser — Growth Path & Training
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advice shine through. We want to see that you genuinely care about helping clients plan for their futures and that you're excited about the opportunity to grow with us.
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with what we're looking for. Highlight any client-facing roles or relevant qualifications, and don’t forget to mention your strong work ethic and team spirit!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Be professional yet personable, and share specific examples of how you've built relationships and provided excellent service in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us that you’re serious about joining our team at Mulberry Tree Wealth Management.
How to prepare for a job interview at St. James's Place
✨Know Your Stuff
Make sure you brush up on financial advice basics and the specific services offered by Mulberry Tree Wealth Management. Being able to discuss their approach and how it aligns with your values will show that you're genuinely interested in the role.
✨Showcase Your Passion
During the interview, express your enthusiasm for helping clients plan their futures. Share personal stories or experiences that highlight your commitment to financial advice and building long-term relationships.
✨Prepare Questions
Have a few thoughtful questions ready to ask the interviewers. This could be about their training programmes, client acquisition strategies, or team dynamics. It shows that you’re proactive and serious about your potential role.
✨Demonstrate Your Team Spirit
Since they’re looking for a brilliant team player, be ready to discuss examples of how you've successfully collaborated with others in the past. Highlighting your ability to work well within a team can set you apart from other candidates.