Financial Advisor Trainee

6 days ago


East Anglia, United Kingdom St. James's Place Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Advisor. As a Trainee Financial Advisor, you will play a key role in providing expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.

Key Responsibilities
  • Provide bespoke and expert financial advice to clients
  • Understand clients' financial situations and develop personalized financial plans
  • Help clients understand their options and make knowledge-led decisions about next steps
  • Build and maintain trusted relationships with clients
What We Offer
  • Industry-leading training and financial support for qualifications via the St James's Place Academy
  • Financial support during the training period
  • Opportunity to work with a fast-growing, highly reputable, and well-regarded business
  • Client bank and networking opportunities
  • Option for employed, salaried, or self-employed roles
Requirements
  • Proven experience as a Financial Advisor or related roles
  • Strong knowledge of financial products, investment strategies, and financial planning
  • Ability to analyze complex financial information and provide accurate recommendations
  • Proficiency in financial software and tools
Company Culture

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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