Trainee Financial Adviser

Direct message the job poster from Seventy Seven Wealth Management Limited

Job Title: Employed Trainee Financial Adviser

Join one of the Top-Performing Wealth Management firms in Tunbridge Wells

Seventy Seven Wealth Management
, a leading and fast-growing partner practice of St. James’s Place, is expanding its team and seeking a Trainee Financial Adviser to join them.

Based in Tunbridge Wells
, Seventy Seven and their advisers have built a strong reputation for delivering bespoke financial advice to a HNW client base. With continued growth and demand, they are now offering a brilliant employed opportunity for an aspiring adviser to enter the industry through a structured and supportive development pathway.

• QCF Level 4 (DipFA, IAD, CISI, or equivalent); chartered or working towards chartered status is highly advantageous
• Strong track record in relationship management, sales or business development
• Minimum 3 years’ professional experience in client-facing/relationship based role. However, we are open to a people person with a desire for good client outcomes

• Passionate about delivering sophisticated financial advice to discerning clients
• Entrepreneurial, driven, and committed to building a high-quality portfolio of clients
• Articulate, credible, and confident when engaging with current and prospective clients
• Professional, resilient, and collaborative, with exceptional integrity

• Comprehensive development in client acquisition, advanced financial planning, and retirement modelling
• Premium back‑office and paraplanning support in a gorgeous office
  , enabling you to focus on building trusted relationships
• Mentorship from six leading advisers and support staff
  , offering first‑hand insights into servicing affluent and complex client needs
• A competitive employed package with generous bonus scheme with scope for future equity stakes, reflecting your experience and ambition

• Have an entrepreneurial mindset and aspire to operate at the highest levels of financial advice
• Are adept at building long‑term, trusted relationships with sophisticated clients
• View wealth management not just as a career, but as a vocation centred on helping clients protect, grow, and transfer their wealth

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