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Junior Financial Planning Specialist
2 months ago
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 be responsible for providing expert financial advice to clients, understanding their financial situations, and developing personalized financial plans aligned to their individual goals.
You will work closely with our experienced team to deliver exceptional client service, build strong relationships, and help clients achieve their financial objectives.
Key Responsibilities- Provide bespoke financial advice to clients, understanding their financial situations and developing personalized financial plans.
- Work closely with clients to understand their financial goals and objectives.
- Develop and maintain strong relationships with clients, providing ongoing support and guidance.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with relevant laws and regulations.
- Collaborate with colleagues to share knowledge and best practices, driving business growth and excellence.
- Part-qualified (Level 4 Diploma in Financial Advice) or equivalent experience.
- 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.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
St. James's Place is a leading wealth management company, dedicated to providing exceptional financial advice and services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals and objectives, while delivering outstanding service and support.
We offer a dynamic and supportive work environment, with opportunities for career advancement and professional development. If you are a motivated and ambitious individual looking to launch your career in financial services, we encourage you to apply for this exciting opportunity.
