Trainee Financial Adviser

Trainee Financial Adviser London, England

Burgh Recruitment Ltd (Financial Services)
Full Time London, England 35000 GBP ANNUAL Today
Job description

Trainee Financial Adviser

Location: London, Canary Wharf and Central London

Salary: Up to £35k (depending on experience) + Benefits + Training & Development

An excellent opportunity has arisen for a highly motivated individual to join a well established Partner Practice of St. James’s Place and undertake a structured Development programme with full study and exam support to become a fully qualified Financial Adviser
The Role: Trainee Financial Adviser

  • Your role will begin initially working in the office, learning the SJP way of doing things, dealing with client enquiries and supporting the existing Wealth Managers, providing reports and information for client meetings.
  • As experience is gained within the financial industry environment, and with exam progression, you will begin attending Client meetings, gaining first-hand experience of understanding their financial goals and objectives and how best to achieve them. You will be providing cash flow forecasting and investment analysis.
  • During the training programme for the role of Financial Adviser you will have study and exam support needed to obtain the DipPFS, and enrolment into the SJP Adviser Academy.
  • Upon successful graduation from the Academy you will be tasked with servicing an existing client bank whilst building your own network.
The Person: Trainee Financial Adviser
  • You will ideally be a recent Graduate with a degree in Business, Economics or Finance, or a Degree in a different subject and have a strong interest in a Wealth Management or a Finance related career.
  • You will ideally have some previous experience of working within a professional office environment, and may have already gained some professional industry qualifications; such as RO modules
  • Most importantly, you are committed to studying for a career in Wealth Management where you will be advising clients to enable them to achieve their financial goals and objectives.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £148bn. This practice is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.

Trainee Financial Adviser
Burgh Recruitment Ltd (Financial Services)

www.burghrecruitment.co.uk
Bristol, United Kingdom
Unknown / Non-Applicable
Unknown
Company - Private
Related Jobs

All Related Listed jobs

Audio Visual Engineer
EAV Installations Scotland 24000 - 32000 GBP ANNUAL Today

Full UK Driving licence - please note applicants must have held a full licence for 4 year and have less than 6 penalty points on their licence for insurance

Bar and Waiting Staff
The Old Bank, Battersea London 11 - 13 GBP HOURLY Today

Healthcare Cash Plan after 1 years with us you will have access to a 24-hour GP service and the ability to claim your money back for dentist and eyecare

accountant
Mosteller & Associates Leesport, PA 51514 - 36826 USD ANNUAL Today

We are looking for an Accounting Assistant to join our team. The successful candidate will be excited to learn and grow with a well-established...

bus driver
DPV Logistics Group Barking, London, England 22880 - GBP HOURLY Today

DPV Logistics is a fast growing logistics company delivering pallets and the link across the UK and EU.

We are looking for dedicated,...

Shuttering Carpenters
Knockboy Investments Ltd Oxford, England 25 - 30 GBP HOURLY Today

You must be able to provide the name and the telephone number of two previous site managers for referencing purposes. Must have a valid CSCS Card.