Trainee Financial Adviser

Trainee Financial Adviser

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. James s 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, we re investing in the next generation of advisers.
We re looking for a bright, motivated individual to join our growing financial planning practice in Marlow.
This isn t just an admin role it s a structured pathway to becoming a qualified Financial Adviser.
If you re 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:
You ll 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, you ll 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. James s 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 £220.0bn. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.