Trainee Financial Adviser

Trainee Financial Adviser

Interested in this role You can find all the relevant information in the description below.
Location: Marlow
Starting Salary: £25,000 - £27,000 pa
Start your career in financial planning
We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. Jamess Place plc.
We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, were investing in the next generation of advisers.

Were looking for a bright, motivated individual to join our growing financial planning practice in Marlow.

This isnt just an admin role its a structured pathway to becoming a qualified Financial Adviser.

If youre ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment.
The Role:
Youll start by supporting the Partner and wider team with day-to-day administration and client support learning how a successful financial planning business operates from the inside.
Dealing with client enquiries (phone, email, in person)
Preparing documentation and reports for client meetings
Maintaining accurate client records
Assisting with business processing and administration
Working closely with the Partner to support client relationships
Over time, youll move onto a clear development pathway, including:
Studying towards the DipPFS qualification (fully supported)
Shadowing client meetings
Learning how to build financial plans and recommendations
Gradually progressing towards advising clients yourself
The Person:
This is a fantastic opportunity to undertake an interesting and challenging role that would suit a confident, numerate and professional person who enjoys using their initiative and has a can do working style.
You will have confident communication skills (written and verbal) and strong numerical and analytical ability
You will be proactive, have a get stuck in attitude and be able to demonstrate attention to detail and an organised approach
You will have a genuine interest in wealth management, and be committed to developing a career as a Financial Adviser.
A degree or prior financial services experience is helpful, but not essential, however you will need previous experience in a client focussed professional environment.
You will be based in the Marlow Office and be able to travel to work in London one or two days a week.

St. Jamess Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £216.94bn. This business 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.

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