Financial Adviser Career Change Programme (Re-Training Opportunity, UK Nationwide)

Location Nationwide
Flex Type Various flexible
Role Basis Permanent
Company St James's Place

Location: UK: Nationwide

Start date: Rolling application. Monthly start dates

Programme: Financial Adviser Career Change Programme

Retraining opportunity

About St. James’s Place

St. James’s Place is on a mission to make money a force for good – for people and the planet – creating financial wellbeing in a world worth living in.

St. James’s Place (SJP) is the largest provider of face-to-face financial advice in the UK, with 4,500+ Financial Advisers spread across 2,500+ individual financial advice businesses – which they call the Partnership. As the second fastest company to reach the FTSE 100, they are proud to now manage £148+ billion, on behalf of more than 900,000 clients, enabling them to use their size and scale as a force for good.

50,000 new advisers needed. There’s never been a better time to become a Financial Adviser.

Today there are more than 12 million people who have between £50,000 and £5 million of investible wealth. As the UK’s largest wealth manager, they passionately believe all these individuals would benefit from face-to-face financial advice. In fact, they believe demand for advice is only set to grow from here due to:

  • An increasingly aging population whose financial affairs tend to become more complicated with time.
  • Increased need for people to save and invest as governments and companies step away from providing for individuals in retirement.
  • Expected billions due to change hands as part of intergenerational wealth transfer over the next 20 years.

But with the average age of a UK financial adviser being around 57 years old, many are set to retire in the next 5 years. With less than 30,000 advisers left in the profession, and with each of these having on average 150 clients, there is a shortfall of more than 50,000 advisers. It’s what they call the ‘advice gap’ and it represents an amazing opportunity for people like you, with the attributes to capitalise on it.

Fully funded, first-class training programme

SJP understand that transitioning from one role, or a career break, to a new career can be a daunting prospect. They provide career changers, and returners with a fully funded, first-class training programme, which they call the Financial Adviser Academy. Learning from training more than 1,000 individuals who have gone on to

become some of the most respected and successful financial advisers in the profession, they equip you with everything you need. In addition, with UK financial advisers earning on average £100,000 a year once established, this could provide you with both the reassurance and peace of mind of financial stability, with no cap on your earnings.

If the following applies this could be the right path for you

  • Do you seek variety? No two days are the same
  • Do you enjoy working with people? Build long-term relationships
  • Are you seeking flexibility? Organise your own diary and working pattern
  • Do you want to be fulfilled? Help people achieve their goals
  • Are you looking for greater control? Grow and run your own business or enjoy the support structure of an established Practice

‘One of the things that drew me to the Academy was the feeling of being part of a cohort, everybody learning together and going through the same thing at the same time, all from different backgrounds and ages. Then there’s the support from experienced advisers when you graduate and the ongoing relationships with the Academy’s team. There’s always someone there to help.’

Rebecca Maxwell-Hyslop, SJP Partner Business Owner, former career in Financial Services prior to a 3.5year career break – (Add later – Watch a video of Rebecca’s story here – link to video)

What they look for in candidates

No previous experience of financial services or giving financial advice is required. Candidates join St. James’s Place from a wide range of backgrounds and professions, typically with excellent interpersonal and communication skills. These are some of the fundamental traits that St. James’s Place know make candidates successful:

P – Personal Impact

R – Resilience

I – Integrity

D – Drive

E – Empathy

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To find out more

Visit their website St. James’s Place Financial Adviser Academy ( Please select ‘Flexible Working People’ from the dropdown menu when completing the field ‘Where did you hear about the Academy?’ · Attend one of their monthly in-person or virtual events: Academy Events | St. James’s Place Academy (

If you’d like to speak to someone for an informal chat, please contact Hannah Calver on 07818 723 019 or you can email her please mention Flexible Working People.

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