Transition to Financial Adviser — Training & Support

St. James's Place Financial Adviser Academy; Cardiff; On-site; GBP 25,000 - 42,000; Full time

Job summary

St. James’s Place Financial Adviser Academy invites experienced professionals to turn their careers into financial advice.

You don’t need previous experience in Financial Services, but you do need a proven track record, excellent relationship-building skills and a genuine desire to help people. We’ll help you develop the knowledge and qualifications you need, with training and ongoing support to become a qualified Financial Adviser.

Qualifications

• 5+ years’ professional experience and an established track record in their chosen field.
• A genuine desire to make a career change and build a new long‑term profession.
• Excellent interpersonal and communication skills.
• The ability to build trust and develop lasting relationships.
• Strong emotional intelligence, empathy and a client‑first mindset.
• Resilience, motivation and a commitment to personal development.
• Commercial awareness and an understanding of the importance of delivering excellent client outcomes.

Job description

St. James’s Place Financial Adviser Academy invites experienced professionals to turn their careers into financial advice.

You don’t need previous experience in Financial Services, but you do need a proven track record, excellent relationship-building skills and a genuine desire to help people. We’ll help you develop the knowledge and qualifications you need, with training and ongoing support to become a qualified Financial Adviser.