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

St. James's Place new logo

Location: UK: UK-wide

Start date: Rolling application. Flexible start date

Opportunity: Financial Adviser Career Change Programme

Retraining opportunity

St. James’s Place – Financial Advice for people, by people.

Welcome back to the world of work! We’re so glad you’re here.

After a career break, it’s natural to find that your priorities might’ve changed a bit since you first entered the world of work. St. James’s Place (SJP) is here to help you figure out what those priorities are now and whether these align with their programme and values.

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 and when you work.

Are you the one your friends always go to for advice? Get paid to hone these skills and apply them in financial (often also emotional) situations.

Are you looking to follow your own dream? Becoming a financial adviser opens numerous doors of opportunity. You do not need to be a maths whiz – you just need to be good with people!

It’s much harder to teach the soft skills you need to be a good adviser than the need-to-knows of SJP’s options for clients. They’re changing the way the world views financial advisers, starting right here. In their experience women make fantastic financial advisers as they have a natural inquisitiveness, emotional intelligence, as well as a great network.

Why Financial Advice?

The Guardian newspaper recently published research revealing that women currently own 48% of Britain’s wealth and are predicted to own 60% within two years. 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. This will leave behind a huge number of clients on top of the estimated 13 million people in the UK who are in need financial advice, providing a huge opportunity. There has never been a better time for anyone looking to retrain or re-enter the UK workforce – especially women.

While Financial Advice is a sector that has always been dominated by men, evidence suggests that women sometimes make better advisers due to their higher levels of emotional intelligence on average. The ‘Advice’ part of the role covers more than just finances, with clients often sharing their personal stories and lives with their trusted advisers.

The need for more women within the sector is becoming clearer; you don’t have to be a keen economist, maths genius or successful investor to become a financial adviser, you just have to be ambitious, good with people, and resilient – the Academy will teach you the rest!


What makes a good Academy candidate?

  • Are you empathetic? Advisers must be able to guide clients through financial milestones and challenges by forming strong relationships with them, being able to see the world through their eyes, to understand what’s important to them and why.
  • Are you resilient? Training to become a Financial Adviser is not always linear; studying for exams, finding clients and ensuring compliance with regulation are all part of the journey, however SJP is here to support you every step of the way.
  • Are you a trust-worthy person? Clients entrust their financial well-being to you, so it’s important that you understand and respect confidentiality and trust.

What is the Academy?

A fully-funded, financially supported, first-class training programme designed specifically for second-careerists.

How often do you come across the opportunity to re-train completely for free, particularly when you’ve had a career-break?

They know your skillset continues to grow even after you leave employment. Their award-winning, first-of-its-kind Academy is specifically designed for second careerists. Your return to work couldn’t be simpler.

Their 4-term course will refine your pre-existing transferable skills and provide you with all the knowledge and training needed to become a successful adviser. They do this within a maximum of 6 months, whether you have previous experience of the industry or not.

Graduate fully qualified with a Level 4 Diploma in Financial Planning, first-hand experience advising clients and the opportunity to start your own business or join an existing SJP Practice as an Adviser. Receive support, both financial and educational, during your studies as you develop the skills you need to scale your business and career.

The Academy is here to support your growth as both a professional and a person. They are passionate about creating advisers who love what they do, and careers that add value to their daily lives. To learn more about the terms in greater detail click here

They know that returning to work can seem daunting. Hear from recent Academy graduates who have been in your shoes and made the switch to Financial Advice. Find out their why, so you can find out yours.

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 to start a family, 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

Rebecca Maxwell-Hyslop:

After 20-years in the city, as a trader, Rebecca decided to go on a career break to spend some more time with her children to “assess what she was doing and why.” Thanks to the Academy training programme, Rebecca was retrained and became her own boss, just like she had always wanted, by running her own advice business.

Click here to hear from Rebecca

Why SJP?

SJP place you and your clients at the heart of everything. They have over 2,000+ employees, who are there to support the Partnership from the moment you start a conversation with them, to joining the Academy programme, graduate as an Adviser until the moment you retire. The Partnership is made up of 4,766 Financial Advisers, who look after 1,000,000 clients and £157 billion of clients funds management.

They exist to help people create the future they want, whether that’s their clients or Advisers, so why not let them help you to achieve yours?

To find out more

Visit their website Please select ‘Women 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 Gee Foottit on 07768 553718 or you can email her