Trainee Financial Planner

2 weeks 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
  • Develop personalized financial plans aligned to client goals
  • Help clients understand their options and make informed decisions
  • Build and maintain strong relationships with clients
Requirements
  • Professional and part-qualified Financial Advisors
  • Caring and curious individuals with strong relationship-building skills
  • Empathetic individuals with strong listening skills
  • Attention to detail
  • Open-minded individuals with a desire to continuously learn
What We Offer
  • Ongoing learning and development for experienced advisers
  • Career advancement opportunities within a fast-growing, reputable business
  • Client bank
  • Networking and marketing support
  • Mentoring by experienced advisors
  • Option for employed, salaried, or self-employed roles
Additional Support for Part-Qualified Candidates
  • Industry-leading training and financial support for qualifications via the St. James's Place Academy
  • Financial support during the training period
Qualifications and Experience
  • Proven experience as a Financial Advisor or in related roles
  • 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

  • Employed Trainee Financial Planner

    2 weeks ago

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

    About UsAt St. James's Place, we are dedicated to providing exceptional financial advice and planning services to individuals and families. Our team of experienced professionals is committed to helping our clients achieve their financial goals and secure their financial futures.Job DescriptionRole OverviewWe are seeking a highly motivated and enthusiastic...

  • Financial Planner

    6 days ago

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

    Company OverviewFinlink Ltd is a well-established financial services company that has been providing holistic financial advice to clients for over 10 years. We take pride in our reputation for delivering exceptional service and building long-lasting relationships with our clients.The RoleWe are seeking a qualified Financial Planner to join our team on a...

  • Financial Planner

    6 days ago

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

    Company OverviewFinlink Ltd is a well-established financial services company that has been providing holistic financial advice to clients for over 10 years. We take pride in our reputation for delivering exceptional service and building long-lasting relationships with our clients.The RoleWe are seeking a qualified Financial Planner to join our team on a...

  • Financial Advisor

    2 weeks ago

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

    About UsSt. James's Place is a leading financial services company that provides expert advice and guidance to individuals and families. Our mission is to help people achieve their financial goals and secure their financial future.Job DescriptionWe are seeking a highly motivated and enthusiastic Trainee Financial Advisor to join our team. As a Trainee...

  • Financial Advisor

    2 weeks ago

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

    About UsSt. James's Place is a leading financial services company that provides expert advice and guidance to individuals and families. Our mission is to help people achieve their financial goals and secure their financial future.Job DescriptionWe are seeking a highly motivated and enthusiastic Trainee Financial Advisor to join our team. As a Trainee...

  • Financial Advisor

    2 weeks ago

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

    About the RoleWe 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.Key...

  • Financial Advisor

    2 weeks ago

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

    About the RoleWe 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.Key...

  • Financial Advisor Trainee

    2 weeks ago

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

    About the RoleWe 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...

  • Financial Advisor

    2 weeks ago

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

    About UsAt St. James's Place, we are dedicated to providing exceptional financial advice and planning services to individuals and families. Our team of experienced professionals is committed to helping our clients achieve their financial goals and secure their financial futures.Job DescriptionRole SummaryWe are seeking a highly motivated and enthusiastic...

  • Trainee Financial Services Professional

    2 weeks ago

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

    About the RoleWe 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...

  • Financial Planner

    3 days ago

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

    Financial Advisor Role Overview Finlink Ltd is seeking a qualified Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial advice to clients and growing your client book. Key Responsibilities: * Provide financial advice to clients on a range of topics, including investments, pensions, and tax...

  • Financial Planner

    3 days ago

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

    Financial Advisor Role Overview Finlink Ltd is seeking a qualified Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial advice to clients and growing your client book. Key Responsibilities: * Provide financial advice to clients on a range of topics, including investments, pensions, and tax...

  • Employed Trainee Financial Adviser

    4 weeks ago

    Bishop's Stortford, UK, Hertfordshire, United Kingdom St. James’s Place Full time

    Salmon Financial Planning was launched in 2021 by Tammy Salmon as an advisory service for individuals and their families who want to be educated about their money, feel empowered to make good decisions and supported to enact plans that deliver long-term financial health. We believe in making financial advice more accessible and inclusive; we are particularly...

  • Trainee Finance Coordinator

    1 week ago

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

    Job Title: Trainee Finance CoordinatorLocation: UKSalary: £18,000 - £21,000 (depending on experience)Term: PermanentHours: 8:30am – 5pm Monday - FridayRecruitAbility Ltd is seeking a highly motivated and detail-oriented Trainee Finance Coordinator to join their prestigious client in the UK. This is an excellent opportunity for someone looking to start...

  • Trainee Finance Coordinator

    1 week ago

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

    Job Title: Trainee Finance CoordinatorLocation: UKSalary: £18,000 - £21,000 (depending on experience)Term: PermanentHours: 8:30am – 5pm Monday - FridayRecruitAbility Ltd is seeking a highly motivated and detail-oriented Trainee Finance Coordinator to join their prestigious client in the UK. This is an excellent opportunity for someone looking to start...

  • Finance Trainee

    4 days ago

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

    Job Title: Trainee Finance AdministratorWe are seeking a highly motivated and organized individual to join our team as a Trainee Finance Administrator. As a key member of our finance team, you will be responsible for providing administrative support and contributing to the smooth operation of our financial processes.Key Responsibilities:Update and maintain...

  • Finance Trainee

    4 days ago

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

    Job Title: Trainee Finance AdministratorWe are seeking a highly motivated and organized individual to join our team as a Trainee Finance Administrator. As a key member of our finance team, you will be responsible for providing administrative support and contributing to the smooth operation of our financial processes.Key Responsibilities:Update and maintain...

  • Junior Financial Planning Specialist

    2 weeks ago

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

    About the RoleWe 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...

  • Financial Services Trainee

    2 weeks ago

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

    About the RoleThis 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...

  • Financial Services Trainee

    2 weeks ago

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

    About the RoleThis 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...