Experienced or Trainee Financial Adviser in Suffolk

Experienced or Trainee Financial Adviser Experienced or Trainee Financial Adviser Direct message the job poster from St. James’s Place Recruitment Manager at St James\’s Place | Building meaningful connections | Passionate about growing the Wealth Management Industry Job Title: Experienced or Trainee Financial Adviser 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 We’re seeking someone who is: 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 Whether you’re looking to pivot into a rewarding new career or an experienced adviser looking for a forward-thinking practise, we’ll provide everything you need to succeed: 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? You might be a great fit if 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. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at St. James’s Place by 2x Get notified about new Financial Advisor jobs in Bury St Edmunds, England, United Kingdom . Ipswich, England, United Kingdom 1 day ago Cambridge, England, United Kingdom 1 month ago Bury St Edmunds, England, United Kingdom 1 month ago Suffolk, England, United Kingdom 6 months ago Personal Financial Counselor, PFC-Lakenheath, UK Ipswich, England, United Kingdom 2 weeks ago Personal Financial Counselor, PFC-Lakenheath, UK Business Services Assistant/Assistant Manager (Bury St Edmunds) Bury St Edmunds, England, United Kingdom 2 weeks ago Ipswich, England, United Kingdom 2 weeks ago Ipswich, England, United Kingdom 2 weeks ago Ipswich, England, United Kingdom 6 days ago Volunteer Financial Compliance and Accountancy Advisor | Human-Bridge.org Cambridge, England, United Kingdom 2 weeks ago Bury St Edmunds, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr