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Financial Advisor Trainee

2 months ago

East Anglia, United Kingdom St. James's Place Full time
Financial Advisor Trainee

We are seeking a highly motivated and ambitious individual to join our team as a Financial Advisor Trainee. As a Trainee Financial Advisor, you will have the opportunity to develop your skills and knowledge in financial planning and advice, working closely with our experienced team of financial advisors.

Our Financial Advisor Trainee program is designed to provide you with the necessary training and support to become a qualified financial advisor. You will work closely with our team to develop your skills in financial planning, investment strategies, and financial analysis.

As a Financial Advisor Trainee, you will be responsible for providing exceptional customer service, building relationships with clients, and developing personalized financial plans. You will also have the opportunity to work on a variety of projects, including financial planning, investment analysis, and client communication.

We are looking for a highly motivated and ambitious individual who is passionate about financial planning and advice. If you are a team player with excellent communication skills and a strong work ethic, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Develop and implement financial plans for clients
  • Provide exceptional customer service and build relationships with clients
  • Work closely with our team to develop skills in financial planning, investment strategies, and financial analysis
  • Contribute to the development of new business opportunities

Requirements:

  • Part-qualified (Level 4 Diploma in Financial Advice) or qualified Financial Advisor
  • 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

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 highly reputable and well-regarded business
  • Flexible working arrangements, including remote work options

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.