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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 with clients to understand their financial situations and develop personalized financial plans aligned to their individual goals.

As a Trainee Financial Advisor, you will have the opportunity to work with a wide range of clients, from individuals to businesses, and develop your skills in financial planning, investment, and wealth management.

We are looking for someone who is passionate about financial planning and advice, and who is committed to delivering exceptional client service. If you are a motivated and ambitious individual who is looking to start a career in financial services, we would love to hear from you.

Key Responsibilities:

  • Work with clients to understand their financial situations and develop personalized financial plans
  • Develop and maintain relationships with clients
  • Provide financial advice and guidance to clients
  • Stay up-to-date with industry developments and best practices

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 wide range of clients and develop your skills in financial planning and advice
  • Collaborative and supportive team environment

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.