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Trainee Financial Advisor

Job in Birmingham, West Midlands, B1, England, UK
Listing for: St. James’s Place
Apprenticeship/Internship position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below

St. James’s Place is the UK’s leading advice-led wealth management organisations. We are recruiting Trainee Financial Advisers to join our flagship development pathway for individuals who want to retrain into a professional career in financial advice. This opportunity is specifically designed for people who are ambitious, motivated, and looking for a long-term career with genuine progression and earning potential.

About the Role

You will begin a structured training journey towards becoming a fully qualified Financial Adviser within St. James’s Place. Once qualified, you will:

  • Work with individuals and families to understand their goals and priorities
  • Build tailored, long-term financial plans
  • Advise across investments, retirement, protection and estate planning
  • Develop trusted, long-term client relationships
  • Build your own client base or work within an established advice practice
Training & Development

Successful applicants will be assessed for entry into St. James’s Place’s adviser development pathway, which provides:

  • A clear route to funded professional qualifications
  • Structured training and mentoring
  • Practical exposure to real client work
  • Ongoing support through to full authorisation

Full details are discussed during the recruitment process.

About You
  • Seeking a career change or professional retraining opportunity
  • Strong communication and interpersonal skills
  • Commercially aware and motivated by progression
  • Self-driven, resilient and coachable
What We Offer
  • Entry into a respected professional career
  • Backing of a leading UK wealth management organisation
  • Long-term progression and performance-based earnings
  • Autonomy and flexibility over time
Apply

If you’re interested in exploring a career as a Financial Adviser with St. James’s Place, apply now. A member of our recruitment team will be in touch to arrange an initial confidential conversation.

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