Employed Trainee Financial Adviser

3 weeks ago

Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

Are you an ambitious professional looking to progress your career?


St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.

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.


Who we’re looking for:

  • Looking for your next logical step in your career and can demonstrate that you are proactive, energetic, and ambitious
  • Customer centric approach and mindset
  • 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
  • Capability of working to a target efficiently and maximising the potential of every opportunity
  • A focus on best practice, strong team spirit, positive client outcomes and experience
  • The ability to engage successfully with new leads and new clients efficiently.


How SJP will support you:

We will provide bespoke support, to smooth your transition into our business.

  • 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
  • The St. James’s Place Advice Guarantee*
  • Specialist advice and technical support
  • Exceptional marketing support, including client events
  • The power of the St. James’s Place brand
  • Streamlined administration allowing more face-to-face time with clients


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.

You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. We will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on generating face-to-face activity with clients, without being burdened with excessive administration.

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.


If this sounds like the next step for you, please apply above

  • Employed Trainee Financial Adviser

    1 week ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers...

  • Employed Trainee Financial Adviser

    4 days ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Job Description Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in Aberdeen, our top practices have...

  • Employed Trainee Financial Adviser

    16 hours ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers...

  • Employed Trainee Financial Adviser

    1 week ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in Aberdeen, our top practices have further expansion...

  • Employed Trainee Financial Adviser

    1 week ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Job DescriptionAre you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in Aberdeen, our top practices have further...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in Aberdeen, our top practices have further expansion plans and...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in Aberdeen, our top practices have further expansion plans and...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in Aberdeen, our top practices have further expansion plans and...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Welsh & Taylor Wealth Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions by carving a career in the financial advice space. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in Aberdeen, our top practices have further expansion plans and...

  • Independent Financial Adviser

    4 weeks ago

    Aberdeen, United Kingdom Heat Recruitment Full time

    Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -** Aberdeen, UK **Salary -** dependent on experience **Duration -**permanent, full time A firm with a strong coverage across the whole of Scotland...

  • Trainee Financial Advisor

    1 week 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...

  • Trainee Solicitor

    7 days ago

    Aberdeen, United Kingdom Blackadders LLP Full time

    Callum is a Trainee Solicitor in our Private Client team. Callum advises on matters including wills, powers of attorney, guardianships and the administration of estates. Prior to commencing his traineeship, Callum gained valuable experience as a Legal Advisor within the Law Clinic at his University during his time as an undergraduate student, working with...

  • Financial Planning Consultant

    4 weeks ago

    Aberdeen, United Kingdom IDEX Consulting Full time

    If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you. The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance...

  • Trainee Accounts Business Assistant

    4 weeks ago

    Aberdeen, United Kingdom TARGETjobs Full time

    Accounting and Business Advisory Assistant Placement (AIA) -August 2024 As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. Accounting and business advisory - start shaping your business career Join our accounting and business advisory team on a...

  • Financial Advisor

    3 weeks ago

    Aberdeen, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments;...

  • Financial Advisor

    3 weeks ago

    Aberdeen, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client...

  • Financial Advisor

    4 weeks ago

    Aberdeen, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments;...

  • Financial Advisor

    1 week ago

    Aberdeen, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client...

  • Financial Advisor

    4 weeks ago

    Aberdeen, United Kingdom Eden Scott Full time

    Role purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments;...

  • Financial Advisor

    6 days ago

    Aberdeen, United Kingdom Eden Scott Full time

    Job DescriptionRole purpose: To work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client...