Adviser Consultant

St. James’s Place; England; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in the UK seeks an Adviser Performance Consultant to develop advisers in achieving client outcomes and professional goals. The ideal candidate should possess a strong understanding of the advice process and be skilled in coaching and mentoring. Responsibilities include engaging with Partner firms and delivering the Advisor Performance Programme to enhance productivity. This position offers competitive benefits including a discretionary bonus and comprehensive leave allowances.

Benefits

Discretionary annual bonus scheme

Competitive annual leave allowance

Private medical insurance

10% non-contributory pension

Qualifications

• Ability to travel across the UK with a full UK driving license.
• Previous financial services/wealth management experience is an advantage.

Responsibilities

• Develop advisers to create great client outcomes.
• Engage with Partner firms to discuss adviser development needs.
• Deliver the Advisor Performance Programme into priority businesses.
• Drive productivity growth through adviser development.

Skills

Identifying individual learning needs

Designing and delivering development solutions

Client outcome focus

Strong industry and product knowledge

Excellent organizational skills

Education

Level 4 Diploma or equivalent

Job description

Posted on: 17/11/2025 – Application Deadline: 01/12/2025

Are you ready to chart your own career path? At SJP we need talented individuals like yourself to support our evolving culture. If you’re seeking an employer that is passionate about excellence, innovation and autonomy, SJP could be the place for you.

At a glance:

Location: United Kingdom

Workplace Type: Remote

Employment Type: Permanent

Seniority: Entry Level

Successful applicants will be allocated to their nearest office and expected when needed to travel nationally for internal and Partner facing engagements.

The role:

As an Adviser Performance Consultant your role will be to develop advisers within the St. James’s Place Partnership such that they are adept at creating great client outcomes and are able to achieve their individual professional goals. You will also help to ensure that the advisers with whom you work meet the corporate expectations outlined by St. James’s Place – both quantitative and qualitative. You will work with colleagues within the Business Units and manage the implementation of individual and Partner business adviser development plans. You will help to facilitate the adoption of various productivity enablers, specifically those technology solutions as supported by St. James’s Place. You will be working with both the Supervision and Risk teams to ensure compliance with the Appointed Representative regime and the Training and Competence Scheme.

What you’ll be doing:

• Engaging with Partner firms to discuss their adviser development needs
• Delivering the Advisor Performance Programme into priority businesses
• Working with business leaders to coach, mentor and develop the Adviser population
• Providing an effective single point of contact for priority businesses to discuss the Adviser Performance Programme
• Driving productivity growth through the development of advice talent
• Developing and evolving the Adviser Performance Programme in collaboration with L&D and relevant Business Units
• Contributing to the delivery of central St. James’s Place requirements in risk, compliance, client outcomes and Partner sentiment

Nature and Scope of Impact:

By delivering professional development to Advisers in line with corporate strategy the role directly impacts on productivity growth and client outcomes across priority businesses.

Who we’re looking for:

Job Functional Knowledge:

• Ability to identify individual learning needs, and to design and deliver engaging development solutions and materials
• Understanding of the St. James’s Place Partnership, its motivators, business structures, and culture
• Detailed understanding of the advice process, products and consumer duty
• Broad understanding of the economics of running a holistic multi adviser practice at St. James’s Place and ability to engage business owners appropriately
• Broad appreciation of the requirements of the FCA Appointed Representative Regime and the T&C regime operated by St. James’s Place

Business Expertise:

• Client outcome focused
• Strong industry and product knowledge
• Understanding how your role contributes to business strategy – add to all.
• Excellent organisational skills, with the ability to proactively prioritise and manage workload with minimum levels of supervision.
• Previous financial services/wealth management experience and/or working in a regulated environment an advantage.

A positive attitude, with a desire to develop new skills, progress within the role and stretch your own abilities in a competitive and dynamic environment

Special Requirements:

• Level 4 Diploma Qualified, or a clear path towards obtaining a similar qualification
• Ability to travel across the UK - a full UK driving licence is required

What's in it for you?

We reward you for the work you do, whether that’s through our discretionary annual bonus scheme that reflects both personal and company performance, competitive annual leave allowance (28 days plus bank holidays, with the option to purchase an additional 5 days), or online rewards platform with a variety of discounts. We also have benefits to support whatever stage of life you are in, including:

• Competitive parental leave (26 weeks full pay)
• Private medical insurance (optional taxable benefit)
• 10% non-contributory pension (increasing with length of service)

Reasonable Adjustments

We’re an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustment(s) at any stage please let us know by emailing us at [e-mail]. Research tells us that applicants (especially those from underrepresented groups) can be put off from applying for a role if they do not meet all the criteria or have been on an extended career‑break. If you think you would be a good match for this role and can demonstrate some transferable experience please apply, regardless of whether you tick every box.

What's next?

If you’re excited about this role and believe you have the skills and experience we’re looking for, we’d love to hear from you! Please submit an application by clicking ‘apply’ below and our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.