Experienced or Trainee Financial Adviser

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Job Title:
Experienced or Trainee Financial Adviser

Join One of SJP’s Top-Performing Practices near Bury St Edmunds– Mulberry Tree Wealth Management

Are 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 For

We’re seeking someone who is:

• Passionate about financial advice and helping clients plan for their futures
• Professional, articulate, and confident in front of clients
• Driven to build and grow their own portfolio of clients
• Strong work ethic and a brilliant team player

Preferred (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 Offer

Whether 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 qualified
• Comprehensive, hands-on training in client acquisition, financial planning, and retirement modelling – Provided through the industry leading, SJP Academy
• A supportive pathway into the business, including access to a client bank to assist your new start
• Back-office support to keep you focused on what matters most
• The opportunity to shadow and collaborate with a brilliant team of advisers and learn directly from industry leaders

This 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 succeed
• Can build long-term relationships based on trust and empathy
• See financial advice as more than just a job and the clients as number one
• Are an experienced adviser seeking industry leading infrastructure

Apply today and take the first step in a fulfilling career with one of SJP’s most respected practices.

• Seniority level Associate

• Employment type
  
  Full-time

• Job function Finance

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