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St. James’s Place Financial Adviser Academy Career Change Programme

St. James's Place new logo

Location: UK-wide

Start date: Rolling application. Programme runs every month.

Opportunity: Financial Adviser Career Change Programme

Retraining opportunity

Looking to transition to a fulfilling new career? The St. James’s Place Financial Adviser Academy offers a funded, award-winning programme. Through a blend of digital, live, and practical learning, you’ll gain the qualifications and skills needed to become a successful financial adviser.

The Academy provides comprehensive support, including financial assistance during training. No prior financial experience is required, just a passion for helping others and strong interpersonal skills. Join over 1,300 individuals who have successfully made the leap.

There are two main routes:

  • Starting your own financial advice business or
  • Joining an existing SJP practice as an adviser

Their recruitment managers will help you discover the best fit.

The programme will refine your transferable skills and provide you with all the knowledge and training needed to become a successful financial adviser.

You can start seeing clients from 3 – 6 months, but the support does not stop there.

You will graduate fully qualified with a Level 4 Diploma in Regulated Financial Planning, first-hand experience advising clients and the opportunity to launch your own business or join an existing SJP Practice as an Adviser.

The Academy is here to support your growth. They are passionate about creating advisers who love what they do and add value to theirs and their clients’ lives. To learn more about the programme click here

Are you looking for something with flexibility without impacting earnings potential? 

Becoming a financial adviser with SJP enables you to work full-time, and manage your own diary, where in the UK, and when you work.

Why Financial Advice?

The Guardian newspaper published research revealing that women are predicted to own 60% of Britain’s wealth by 2025-2030. This indicates the importance of financially educating women, both as a population and as professionals.

There is a shortage of around 50,000 Financial Advisers in the UK due to an ageing workforce. Retiring financial advisers will leave behind their clients, who will continue to need advice, on top of the estimated 13 million people in the UK who are in need financial advice who currently don’t have access to it, providing a huge opportunity. There has never been a better time to become a financial adviser, especially women.

In their experience women make fantastic financial advisers as they often have a natural inquisitiveness, emotional intelligence, as well as being great at building long term relationships.

Catherine and Zohul share their experiences.

Catherine Sanderson:

Catherine made the transition from teacher to financial adviser due to experiencing poor work/life balance in her previous role. She used the skills she obtained from her years as a teacher not just to excel in the Academy, but to advise clients daily. Catherine’s career change proves that you do not need experience within the industry to become a great adviser, you need to be able to connect with others and offer support, just like a teacher!

Click here to listen to Catherine’s career change: From teaching to Financial advice

Zohul Malikzada:

Zohul, took a break from her career in banking, but was keen to continue her professional development while also being able to raise her children. She found the flexibility available in the role of a Financial Adviser enabled her to spend time with her family while also achieving her ambitious professional dreams.

Click here to hear more about Zohul

And you can find several other similar stories through the link below:

St. James’s Place Financial Adviser Academy – YouTube

Why SJP?

SJP is the UK’s largest provider of face-to-face financial advice. They advise their clients through their Partnership model. The Partnership is made up of 2,600+ advice businesses, in which 4,900+ qualified financial advisers manage the client relationships. Money is involved in almost every major decision we make about our lives, our lifestyles, and our future. Their advisers are here to build longstanding relationships so clients can confidently make the right financial decisions providing peace of mind, and the ability to create the future they dream of. For their advisers, it’s a meaningful career with purpose.

SJP advises more than 1million clients on all aspects of financial advice. Their products and services range from investments, pension planning, mortgages, financial protection, to later-life care, and financial wellbeing.

Get in Touch!

For more details about the Academy please click this sjp.co.uk/academy

Upon completing the ‘Start a Conversation’ form, please select ‘Career Returners‘ from the dropdown menu when completing the field ‘Where did you hear about the Academy?’

If you’d like to speak to someone for an informal chat, please contact 020 8042 0042 or you can email sjp.academy@sjp.co.uk