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.
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