Trainee Financial Advisor

2 weeks ago


Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. Operating in Aberdeen, our top practices have further expansion plans and are looking for aspiring financial advisers to join and to provide holistic financial planning advice to private and corporate clients based across the UK. The business is seeking a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

Engage with and develop strong professional relationships with clients both in person and over the phone and develop a rapport to build an accurate understanding of their circumstances and financial objectives
Training on the journey to becoming a financial adviser
Existing client servicing opportunities with both private and corporate clients
Access to our distinctive approach to investment management
James’s Place brand
You will receive all the support and training required to build your own network and client bank. This includes help with lead generation and the sales and marketing support you need.
This is a fantastic opportunity for an experienced or aspiring financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.



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