Trainee Wealth Adviser

The Trainee Wealth Adviser position centres on supporting staff, supporting the delivery of high-quality financial advice to clients. It would suit someone who can bring strong IT skills (MS Office, Excel, CRM/back-office systems) to the role.

Known job details

• Pay: £36,000 - £40,000
• Work model: Remote
• £36,000-£40,000 basic salary depending on experience.
• Clear Adviser salary pathway with achievable milestones.
• Opportunity to begin to build a client bank before transitioning into an Adviser role.
• 24 days holidays, increasing each year.

Likely focus of the role

• Supporting staff, supporting the delivery of high-quality financial advice to clients.
• Ongoing support from a collaborative team environment.
• Supporting obtaining a place on the 9 week St James' Place Adviser Academy.

Requirements mentioned

• Embark on a structured 6–12 month training and assessment programme, tailored to your current experience and development pace.
• Level 4 Diploma in Regulated Financial Advice.
• Initiative to find solutions and self develop.