Trainee/ Stagiaire

We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. In the last 2 years, our company has grown by a third in terms of employees and currently has over £800 million in FUM ( Funds Under Management ). As well as offering a holistic approach to Wealth Management to our clients, we have a Financial Education division to our company as well as a Mortgages team who offer first class service to our clients.

We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at least 2 exams toward their diploma in wealth management.

If this sounds like you, apply now to turbo boost your career and become a Chartered Financial Planner over the coming 18 months.

You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme.

Carry Forward, Annual Allowance, Lifetime Allowance Calculations
Investment analysis
Managing workflow through Salesforce and Business Trackers

You will have relevant experience working in a Wealth Management environment and at least two RO exams passed.

James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.