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Financial Advisor Trainee
2 months ago
This is a full-time hybrid position for a Financial Advisor at St. James's Place. As a Financial Advisor, you will be responsible for providing bespoke and expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.
Key Responsibilities- Provide expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.
- Help clients understand their options, make knowledge-led decisions about next steps, and be available to review those plans via an ongoing, trusted relationship.
- Work closely with clients to understand their financial objectives and develop tailored financial plans to achieve those goals.
- Stay up-to-date with industry developments and regulatory changes to ensure clients receive the best possible advice.
- Industry-leading training and financial support for qualifications via the St. James's Place Academy for new, trainee advisers.
- Financial support during the training period (for trainees attending the St. James's Place Academy).
- Opportunity to work with a reputable and well-regarded business, with a strong reputation for delivering high-quality financial advice.
- Professional and part-qualified Financial Advisors.
- Career advancement opportunities.
- Client bank.
- Networking and marketing support and opportunities to develop your own client base.
- Option for employed, salaried, or self-employed roles.
- Proven experience as a Financial Advisor or Financial Services experience in related roles (e.g., paraplanner, wealth consultants, private banking looking to move into advising).
- 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.
