Experienced or Trainee Financial Adviser

Experienced or Trainee Financial AdviserExperienced or Trainee Financial AdviserDirect message the job poster from St. James’s PlaceRecruitment Manager at St James's Place | Building meaningful connections | Passionate about growing the Wealth Management IndustryJob Title: Experienced or Trainee Financial AdviserJoin One of SJP’s Top-Performing Practices near Bury St Edmunds– Mulberry Tree Wealth ManagementAre you an ambitious professional looking to build a long-term career in financial advice? Mulberry Tree Wealth Management, a leading and fast-growing partner practice of St. James’s Place, is expanding its team and seeking an Experienced or Trainee Financial Adviser to join them.Based in the heart of Risby, Mulberry Tree Wealth Management and their advisers have built a strong reputation for delivering tailored financial advice to a diverse and loyal client base.With continued growth and demand, they are now offering a unique opportunity for an experienced financial adviser or an aspiring adviser to enter the industry through a structured and supportive development pathway. What We're Looking ForWe’re seeking someone who is:Passionate about financial advice and helping clients plan for their futuresProfessional, articulate, and confident in front of clientsDriven to build and grow their own portfolio of clientsStrong work ethic and a brilliant team playerPreferred (but not essential) :QCF Level 4 qualifications (DipFA, IAD, CISI, or equivalent)A background of giving advice to a wide breadth of clients (experienced candidates)Background in relationship management or other client-facing roles. Open to a charismatic individual who is passionate about advice with at least 5 years professional experience (non-experienced candidates) What We OfferWhether you’re looking to pivot into a rewarding new career or an experienced adviser looking for a forward-thinking practise, we’ll provide everything you need to succeed:Full funding for industry-recognised exams (e.g. CII R0s) to help you become Level 4 qualifiedComprehensive, hands-on training in client acquisition, financial planning, and retirement modelling – Provided through the industry leading, SJP AcademyA supportive pathway into the business, including access to a client bank to assist your new startBack-office support to keep you focused on what matters mostThe opportunity to shadow and collaborate with a brilliant team of advisers and learn directly from industry leadersThis is a self-employed role however, this can be open to negotiation Is This You?You might be a great fit if you:Have an entrepreneurial mindset and a strong desire to succeedCan build long-term relationships based on trust and empathySee financial advice as more than just a job and the clients as number oneAre an experienced adviser seeking industry leading infrastructureApply today and take the first step in a fulfilling career with one of SJP’s most respected practices.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at St. James’s Place by 2xGet notified about new Financial Advisor jobs in Bury St Edmunds, England, United Kingdom.Ipswich, England, United Kingdom 1 day agoCambridge, England, United Kingdom 1 month agoBury St Edmunds, England, United Kingdom 1 month agoSuffolk, England, United Kingdom 6 months agoPersonal Financial Counselor, PFC-Lakenheath, UKIpswich, England, United Kingdom 2 weeks agoPersonal Financial Counselor, PFC-Lakenheath, UKBusiness Services Assistant/Assistant Manager (Bury St Edmunds)Bury St Edmunds, England, United Kingdom 2 weeks agoIpswich, England, United Kingdom 2 weeks agoIpswich, England, United Kingdom 2 weeks agoIpswich, England, United Kingdom 6 days agoVolunteer Financial Compliance and Accountancy Advisor | Human-Bridge.orgCambridge, England, United Kingdom 2 weeks agoBury St Edmunds, England, United Kingdom 1 week agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr