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St. James's Place Wealth Management

Financial Adviser Academy

The St. James’s Place Financial Adviser Academy provides bright and driven individuals an exciting opportunity to build a career as a financial adviser as part of a 12-18m career change programme.

Whether your goal is to run your own business or become a financial adviser in an existing St. James’s Place Partner Business we can help you.

The St. James’s Place Academy provides an unrivalled development programme for individuals who have no previous experience of giving financial advice but do have a Level 4 advice qualification, or those with partial or no existing qualifications in Advice. No Financial Services experience is necessary.

What is the Academy?

Our programmes provide a mix of digital and face-to-face learning across our regional locations, offering a blended approach through virtual classrooms, box-set on demand modules, virtual reality immersive learning and practical local in person interactions and shadowing in one of our existing Partner Businesses.  

What is a financial adviser?

Financial advice is the provision of useful and timely financial advice, helping clients, whether individuals or businesses, to determine their goals, understand their current financial circumstances and to prepare them for a financially stable future. A St. James’s Place financial adviser will develop their own group of clients, taking the time to get to know each one and building a long-lasting relationship in order to develop a comprehensive strategy over the medium to long term.

As a financial adviser, you will have the autonomy and flexibility to build a career in financial services, where your efforts are reflected in your rewards whilst providing meaningful solutions to people. You will have support and access throughout your whole carrer to unrivalled business, technical and marketing support from St. James's Place FTSE100 business and our network of offices across the UK.

The Application Process

Acceptance onto the programme follows a supportive interview process to ensure that both you and St. James’s Place make a fully informed decision about your future. Therefore your first step should be to explore the Academy opportunity to see if it’s right for you, we host virtual and in person Discover events each month, you can register here: Academy Events | St. James’s Place Academy (

There are certain attributes and experiences that facilitate a successful application to the Academy.

These include:

  • Successful track record in your existing career or business
  • Entrepreneurial and self-motivated nature
  • Demonstrate an ability to develop relationships
  • Personal Impact
  • Resilience
  • Integrity
  • Drive
  • Empathy / Emotional Intelligence

One of the factors to consider throughout the application process is whether your goal is to run your own financial advice business or join one of our existing successful Partner Businesses as an Adviser. We will help you decide which is the best route for you. Our programme offers flexibility and our expert Development Managers and Mentors will be with you every step of the way.

Redefining your career takes motivation and commitment. That’s why our application process is designed to help you make sure this is the right opportunity for you.

Start your career in financial advice now!

Apply Now

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