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Trainee Financial Adviser

Job in Norfolk, Norfolk County, England, UK
Listing for: St. James's Place Financial Adviser Academy
Apprenticeship/Internship position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Trainee Financial Adviser )

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
Qualifications
  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
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