Transition to Financial Adviser — Training & Support

St. James's Place Financial Adviser Academy; Greater London; On-site; GBP 32,000 - 54,000; Full time

Job summary

St. James’s Place Financial Adviser Academy offers a pathway for experienced professionals to transition into financial advice.

You don’t need prior experience in Financial Services; the Academy provides the training, qualifications and ongoing support to become a qualified Financial Adviser. You’ll join an established partnership with 2,600+ practices, working alongside mentors to build meaningful client relationships and pursue a rewarding, long‑term career in a sector focused on helping

Qualifications

• You don’t need previous experience in Financial Services.
• 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 offers a pathway for experienced professionals to transition into financial advice.

You don’t need prior experience in Financial Services; the Academy provides the training, qualifications and ongoing support to become a qualified Financial Adviser. You’ll join an established partnership with 2,600+ practices, working alongside mentors to build meaningful client relationships and pursue a rewarding, long‑term career in a sector focused on helping