Financial Planner: Mentored Growth & Ownership Path

Financial Planner: Mentored Growth & Ownership Path

Full-Time On-site
St. James's Place

St. James's Place Wealth Management Partner Practice, based out of Suffolk, is inviting an ambitious financial planner to join our established team.

You’ll start servicing ~100 clients, with mentorship and a clear path to ownership, backed by strong support and streamlined paraplanning via Tweed AI. The role offers a 70% fee share on self-generated business, a 50/50 split on practice-provided leads, a trainee salary around £35,000, and opportunities to buy into the practice within 2–3 years,

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Financial Planner: Mentored Growth & Ownership Path 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.

St. James's Place

Contact Details:

St. James's Place Recruitment Team