Current jobs related to Financial Services Trainee - Bishop's Stortford, Hertfordshire - St. James's Place

  • Plumbing Engineer Trainee

    2 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom uRisk Safety Services Full time

    Trainee Plumbing EngineerAt uRisk Safety Services, we're looking for a talented Trainee Plumbing Engineer to join our team. As a Trainee Plumbing Engineer, you'll learn a variety of advanced skills across all our services: water, fire, health and safety, asbestos, electrics. Your responsibilities will include:Flexible hose replacementsValve installationsTMV...

  • AAT/ACCA Trainee Management Accountant

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Workingmums Full time

    Job Title: AAT/ACCA Trainee Management AccountantWe are seeking a part-time fully qualified management accountant to join our team at Workingmums.Job SummaryThis role involves working as a management accountant on a part-time basis, with flexible hours available.Key ResponsibilitiesProvide management accounting services to the organization.Assist in the...

  • Groundworks and Civil Engineering Trainee

    1 week ago

    Bishop's Stortford, Hertfordshire, United Kingdom Madisons Recruitment Ltd Full time

    Madisons Recruitment Ltd is seeking a Trainee/Assistant Quantity Surveyor to join their team on a permanent basis in Bishops Stortford, Hertfordshire. The company specialises in Groundworks & Civil Engineering and is looking for a candidate with experience in the industry who is eager to progress their career within a reputable contractor.Liaising with...

  • Finance Trainee

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time

    Job Title: Trainee Finance AdministratorRecruitAbility Ltd is seeking a highly motivated and organized Trainee Finance Administrator to join their prestigious client based in Bishop's Stortford. This is an excellent opportunity for someone looking to start their career in finance and gain valuable experience in a well-established firm.Key...

  • Finance Trainee

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom RecruitAbility Ltd Full time

    Job Title: Trainee Finance AdministratorRecruitAbility Ltd is seeking a highly motivated and organized Trainee Finance Administrator to join their prestigious client based in Bishop's Stortford. This is an excellent opportunity for someone looking to start their career in finance and gain valuable experience in a well-established firm.Key...

  • Financial Services Administrator

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Brevere Group Full time

    Job Title: Administrator - Financial ServicesWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will play a vital role in providing exceptional support to our Senior Wealth Manager and Paraplanner.Key Responsibilities:Manage and develop the...

  • Financial Services Administrator

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Brevere Group Full time

    Job Title: Administrator - Financial ServicesWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a key member of our Financial Services team, you will play a vital role in providing exceptional support to our Senior Wealth Manager and Paraplanner.Key Responsibilities:Manage and develop the...

  • Financial Services Coordinator

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Pure Resourcing Solutions Limited Full time

    Pure Resourcing Solutions Limited is partnering with a local charity to provide financial support for their services. The charity offers a range of services to individuals with learning difficulties, including holistic care, support, health, and education services.This role will support the Finance Director in producing monthly and quarterly reports, as well...

  • Financial Expert

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Paradigm Housing Group Full time

    Financial Expert - Property ServicesParadigm Housing Group is seeking a skilled financial expert to join our Property Services team. As a Financial Expert, you will provide financial guidance and support to our Property Services Directorate and Strategic Asset Management teams.Key Responsibilities:Provide expert financial advice and support to the Property...

  • Financial Services Operations Manager

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Tate Recruitment Full time £55,000 - £60,000

    Job Title: Development and Operations AdministratorHead of Wealth Management OperationsLocation: Office Based (5 days per week)The company's client proposition is akin to private banks, offering a range of wealth management services that exceed traditional IFA offerings. The role holder will be focused on building and operating effective operational...

  • Outsourcing Manager

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Pro-Finance Full time

    Outsourcing Manager Job DescriptionPro-Finance is seeking an experienced Outsourcing Manager to join their team. As an Outsourcing Manager, you will be responsible for managing a portfolio of clients and delivering outsourcing services to meet their finance function needs.Key Responsibilities:Manage the delivery of outsourcing assignments, including review...

  • Financial Planner

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Heat Recruitment Ltd. Our client is a reputable Bespoke Financial Planning practice based in Bishop's Stortford, providing unique and bespoke advice to private and corporate clients.About the RoleThis is a fantastic opportunity for a skilled Financial...

  • Financial Planner

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Heat Recruitment Ltd. Our client is a reputable Bespoke Financial Planning practice based in Bishop's Stortford, providing unique and bespoke advice to private and corporate clients.About the RoleThis is a fantastic opportunity for a skilled Financial...

  • Financial Planner

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Heat Recruitment Ltd. Our client is a reputable Bespoke Financial Planning practice based in Bishop's Stortford, providing unique and bespoke advice to private and corporate clients.About the RoleThis is a fantastic opportunity for a skilled Financial...

  • Financial Planner

    3 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

    Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Heat Recruitment Ltd. Our client is a reputable Bespoke Financial Planning practice based in Bishop's Stortford, providing unique and bespoke advice to private and corporate clients.About the RoleThis is a fantastic opportunity for a skilled Financial...

  • Financial Adviser

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Adviser OpportunityWe are partnering with a reputable independent financial advice firm based in Hertfordshire to find a dedicated financial adviser to join their team as they continue to grow.This firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building long-term...

  • Financial Adviser

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time

    Financial Adviser OpportunityWe are partnering with a reputable independent financial advice firm based in Hertfordshire to find a dedicated financial adviser to join their team as they continue to grow.This firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building long-term...

  • Financial Advisor

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Recruit UK Full time

    Financial Adviser OpportunityWe are partnering with an independent financial advice firm based in Bishop's Stortford, seeking a dedicated financial adviser to join their team as they continue to grow.About the RoleThis firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building...

  • Financial Advisor

    4 weeks ago

    Bishop's Stortford, Hertfordshire, United Kingdom Recruit UK Full time

    Financial Adviser OpportunityWe are partnering with an independent financial advice firm based in Bishop's Stortford, seeking a dedicated financial adviser to join their team as they continue to grow.About the RoleThis firm is committed to delivering high-quality financial advice that gives clients peace of mind about their future. They focus on building...

  • Senior Financial Manager

    1 week ago

    Bishop's Stortford, Hertfordshire, United Kingdom Pro-Finance Full time

    Outsourcing Manager - Pro-FinanceWe are seeking an experienced Outsourcing Manager to join our dynamic team at Pro-Finance. As a key member of our outsourcing department, you will work closely with entrepreneurial owner-managed businesses, delivering tailored services to meet their finance function needs.Key Responsibilities:Client Management: Manage a...

Financial Services Trainee

2 months ago

Bishop's Stortford, Hertfordshire, United Kingdom St. James's Place Full time
About the Role

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.

You will help your clients understand their options, make knowledge-led decisions about next steps, and be available to review those plans via an ongoing, trusted relationship.

Key Responsibilities
  • Provide expert financial advice to clients, understanding their financial situations and developing personalized financial plans.
  • Help clients understand their options, make informed decisions, and review plans via an ongoing relationship.
  • Develop and maintain strong relationships with clients, understanding their needs and goals.
  • Stay up-to-date with industry developments, products, and services to provide the best possible advice.
  • Work collaboratively with colleagues to achieve business objectives and support the growth of the company.
Requirements
  • Professional and part-qualified Financial Advisors or those with related experience in financial services.
  • Caring and curious individuals with strong relationship-building skills.
  • Empathetic individuals with excellent listening skills and attention to detail.
  • Open-minded individuals with a desire to continuously learn and develop their skills.
  • Strong knowledge of financial products, investment strategies, and financial planning.
  • Excellent communication and interpersonal skills.
  • Ability to analyze complex financial information and provide accurate recommendations.
  • Proficiency in financial software and tools.
  • Certification - Level 4 Diploma (CII, LIBF, CISI, etc.) is preferred or part-qualified.
What We Offer
  • Ongoing learning and development opportunities for experienced advisers.
  • Career advancement - the opportunity to join a fast-growing, highly reputable, and well-regarded business.
  • Client bank and networking opportunities to develop your own client base.
  • Mentoring by experienced advisors.
  • Option for employed, salaried, or self-employed roles.
  • Additional support for part-qualified advisers, including industry-leading training and financial support for qualifications via the St. James's Place Academy.