Graduate Trainee Financial Planner

Location: City of London

Salary: £30,000 per annum during the training period

Working as part of the team at Perpetua Wealth Partners Ltd who are an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a bright, motivated individual to work in a fast-paced office working closely with the Practice Principal in order to become a fully qualified Financial Planner. You will be employed by this Practice.

The Role: Graduate Trainee Financial Planner

Working on a development programme of up to two years to become a qualified Financial Planner. You will start initially working in the office dealing with client enquiries and helping the existing Financial Planners provide reports and information for client meetings.

As experience is gained within the financial services environment, and with exam progression, you will begin work on cashflow forecasting, tax planning and investment analysis in support of the advice being given to the clients of the Practice.

During the training programme for the role of Financial Planner, you will shadow client meetings, be involved in the formulation and documentation of advice, have exam support and undertake classroom training sessions with the aim of obtaining the DipPFS. This will culminate in the completion of the SJP Adviser Academy in order to progress to being a qualified adviser in the Practice.

The timescale for qualification will depend upon the pace of progress and development and assessment of readiness to take the next step. It is envisaged that this will be between 12 and 24 months from appointment.

The Person: Graduate Trainee Financial Planner

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. This role is for those who build strong long-term relationships and who can relate to and work with a diverse client base in supporting them to achieve their life goals through high quality financial planning.

You will be a Graduate and ideally a qualification in Business, Economics, Finance or a similarly related subject would be beneficial although not essential for the right candidate.

Importantly, you are committed to a career in financial planning and Wealth Management and are looking to expand and develop your existing knowledge and are actively looking for a career where you will be advising clients.

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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Graduate Trainee Financial Planner