Employed Trainee Financial Adviser

2 weeks 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 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

  • 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...


  • 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...


  • Aberdeen, Aberdeen City, United Kingdom Idex Full time

    Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...


  • Aberdeen, United Kingdom IDEX Consulting Full time

    Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and...


  • Aberdeen, United Kingdom Idex Full time

    Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...


  • Aberdeen, United Kingdom Recruit UK Full time

    **Looking for an employed Financial Advisor position where you can service existing high net worth clients with full admin support?** Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company in Aberdeen. This is a UK wide company, offering financial planning and wealth management...

  • HR Adviser

    1 month ago


    Aberdeen, United Kingdom University of Aberdeen Full time

    HR Adviser (Graduate Trainee) An exciting opportunity has arisen created to join the HR Team at the University in the post of HR Adviser (Graduate Trainee) to cover a period of maternity leave. **School/Section** - People **Division** - Human Resources **Staff Category** - Administrative **Position Type** - Full Time **Duration of Post** - Fixed Term...

  • Financial Adviser

    3 days ago


    Aberdeen, United Kingdom Truestar Talent Ltd Full time

    **Are you looking for a new career in 2023 !** What does your ideal Independent Financial Adviser (IFA) position look like? - **Would you like an existing High Net Worth client bank that you could further grow and develop?**: - **Providing holistic Financial Planner, putting your clients first?**: - **Working whole of market as a Financial Adviser?**: -...


  • Aberdeen, United Kingdom First 4 Financial Planning Ltd Full time

    First 4 Financial Planning Ltd is a chartered financial planning services firm. We are a small family owned business and have been providing bespoke personal financial planning services for over 15 years. We are currently expanding and are therefore seeking a highly motivated, customer focused and detail-oriented individual to join our company as a Trainee...


  • Aberdeen, United Kingdom Ortus PSR Full time

    This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Aberdeen. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...

  • Financial Advisor

    4 days ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

  • Financial Advisor

    1 week ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 week ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    4 days ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 week ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsCheck you match the skill requirements for this role, as well as associated experience, then apply...

  • Financial Advisor

    5 days ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsIs your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Financial Advisor

    7 days ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsIs your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Financial Advisor

    1 week ago


    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...


  • 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...


  • Aberdeen, United Kingdom Cammach Bryant Full time

    Our client is looking for a Financial Administrator on a permanent basis, located in Aberdeen. **ROLE** The purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service. **RESPONSIBILITIES** - Arrange...