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St. James's Place

UK wide

Financial Adviser Academy

In an increasingly complex financial environment, St. James’s Place believe high-quality, relationship-based advice is important for everyone.

As a FTSE 100 company with in excess of £150 billion of funds under management, St. James’s Place is well established as the UK’s leading advice-led wealth management business. They promote their trusted advice exclusively through the St. James’s Place Partnership, with whom they enjoy a close and symbiotic relationship. As a business, their focus is on providing the Partnership with the tools and support advisers need to build sustainable businesses and develop long- term client relationships.

Their purpose is clear: ‘To give you the confidence to create the future you want’.

By “you”, they mean all of their stakeholders: employees, their advisers, the partnership, clients, shareholders and society. What connects this community is a common goal of delivering financial wellbeing in a world worth living in.

Whether you are new to financial services or already have experience, SJP Academy programme will help you gain the right qualifications and skills.

With over 30 years of experience in supporting their Partnership to thrive, the Academy was first launched in 2012 to train new advisers. It is now the leading training programme to develop the qualifications, knowledge, and practical skills required to deliver high-quality advice to clients.

Upon completion of the training, newly qualified advisers will have the opportunity to either start a successful business or career within an existing Partner practice.

Their programme is a full-time commitment and lasts between 12 and 24 months, depending on your progress. It moves from immersible, on demand learning to supported learning and practical application. Their approach is industry-leading, using cutting-edge technology blended with ‘real-world’ exposure and support.


About the qualification

To give financial advice in the UK, you need to hold a Level 4 Diploma in Regulated Financial Planning. They have partnered with the Chartered Insurance Institute examination body. Their industry-recognised qualification is made up of six exams: R01 to R06.

Become a financial planner

Typical Earnings


Year 1


Year 2


Year 3

Information and Culture

This is SJP’s chance to work together to determine the right goals for you, whether that’s aiming to start a business or to join an existing one.


SJP take the time to listen and consider your background and ambitions, helping you to discover the right path, and providing you with resources and guidance to support your application.


They are looking for candidates with the right attributes to help clients and to meet their needs. based on their 10 years’ experience of delivering first class client outcomes, the application process is designed to attract the candidates they’re looking for. It helps them make the most informed decision, while preparing you for the commitment you will be making to yourself and your training.


How it works:

  1.  Initial meeting – Identifying your drivers for success, strengths, weaknesses and transferable skills.
  2.  Development plan meeting – Attending an event to further your understanding of SJP and creating your own personal development plan.
  3. Review meeting – SJP review your progress and help prepare you for your final meeting.
  4. Final meeting – A panel meeting with the experts who are supporting your application and an impartial Partnership Selection Manager.


Key qualities they are looking for:

P – Personal Impact
R – Resilience
I – Integrity
D – Drive
E – Empathy

The programme is split into four terms, designed to equip you with the skills, knowledge and confidence to become a financial adviser.


Term 1 – For those not already qualified, your journey starts here.

Gain professional qualifications
Secure the core technical knowledge needed to become a financial adviser.

A 3 month term with on-demand learning as well as face-to-face support designed to help you complete your Level 4 Diploma in Regulated Financial Planning

  • Engaging, accessible, accredited learning content.
  • Online modules, virtual classrooms and live drop-in surgeries.
  • Support form industry-leading experts and mentors.
  • Bespoke study journey and support for learning differences.
  • Access to the Academy’s online study portal, packed with learning tools.

At the end of terms 1, you’ll spend two weeks with your Academy Development Manager to review and reflect on your learning so far.


Term 2 – For those already qualified, your journey starts here.

Train to advise clients
Build on your technical knowledge and further develop your skills for working with clients

A 3 month term that provides you with the confidence and knowledge needed to deliver goal-based financial planning to clients.

  • World-leading learning technology with virtual reality headsets for a truly immersive training experience.
  • Inclusive, flexible digital learning – including box sets and podcasts delivered by industry experts.
  • Live virtual training sessions delivered by experts.
    One day each week in a successful financial advice business, enabling you to turn theoretical knowledge into practical application.


Term 3 – Achieve Competent Adviser Status

Start seeing clients and demonstrate your ability to provide advice.
A 3 to 6 month term with workplace learning, delivered via structured development, observations and shadowing as you meet clients for the first time.

  • Meet clients and further your skills under supervision until you reach Competent Adviser Status and receive a Statement of Professional Standing.
  • Receive training in advisery and client acquisition skills.
  • Learn commercial skills and how to grow a business or develop your own client relationship within one of our existing businesses.


Term 4 – Grow a sustainable business

Establish a sustainable business and graduate from the Academy

A 4 to 6 month term that offers you practical, hands-on leaning alongside tailored classes to support your continued development.

  • Continued support via your Academy Development Manager and a St. James’s Place mentor who is an existing Adviser within our partnership.
  • Focus on the right learning at the right time for you.
  • A series of core and elective modules.

The support and guidance offered throughout the Financial Adviser Academy doesn’t stop once you have completed the programme. St. James’s Place will provide unrivalled support to you in your new business or career.


Your career development

  • A development manager throughout your career.
  • Continued professional development.
  • A community of like-minded individuals.
  • Shared expertise and continued learning.


Efforts are reflected in your rewards



50,000 advisers needed to fill the ‘advice gap’



Grow the career or business that suits you.



A meaningful career helping others by supporting clients.

The St. James’s Place Academy is full time.


You will be given a timetable and all the learning tools, including online workbooks, virtual reality practise sessions, online quiz’s/ videos etc.


If you’re setting up your own partner practice, you will be given £1000 per month for the first 3 months for financial support when passing your exams.


In term 2, you then go up to £2000 per month.


If you’re looking to join an existing practice, you will have an initial meeting with that firm to arrange financial support, possibly a salary if you’re employed.


They will take time to understand your position and find the right practise which suits you, to the level that you need.

On your marks, get set, go!

International Day Of Charity gives the opportunity to celebrate and raise awareness around the many charitable issues and fundraising activities that are happening all over the world.

In August, members of the Academy team came together for a charity sports day in aid of the St. James’s Place Charitable Foundation. The Foundation was set up in 1992 as a way for SJP staff and advisers to give back in their communities.


The Foundation

This year marks 30 years of the St. James’s Place Charitable Foundation, and what a 30 years it has been!

The Foundation was set up in 1992 as a way for SJP staff and advisers to give back in their communities. 30 years on with the support of the SJP community and £1 for £1 matching from the company the Foundation has raised £116m for charities and become one of the largest corporate foundations in the UK.

“I’m so proud to work for a company that places such a huge emphasis on giving back to those less fortunate than us. Let’s keep pushing for the last part of this year, making the effort to do our bit, and striving towards a world worth living in.”

Damian Bradbury, Establishment Director SJP

The St. James’s Place Charitable Foundation funds small and medium sized charities across the UK and overseas working with children who are disadvantaged physically, socially or economically. We also fund hospices, mental health charities and cancer support charities.

They aim to make positive and lasting change to people’s lives and have already directly supported millions of people around the world.

SJP’s long-term and holistic approach to charity partnerships enables them to create transformational and sustainable change in organisations that will benefit people for years to come.

  • £115m raised since 1992
  • 4,000+ charities who have been awarded grants
  • 2.43m people directly supported
  • 64% of beneficiaries have experienced substantive or transformational change through their funding

St. James’s Place their vision is to create a vibrant place to work where difference is recognised as a strength and where talented people can flourish and achieve their highest potential. They know that talent is not dictated by race, ethnicity, gender, disability, sexual orientation, age, religion, social class or background.

SJP understand that diverse teams and inclusive environments provide the foundations for creativity, innovation and business growth. That’s why they aim to attract, retain and develop the best people from all walks of life and from all backgrounds. Their focus is on building a community with equal opportunities where everyone has clarity of purpose and feels valued.

“We’re very fortunate to have an executive board who are 100% committed to inclusion and diversity at St. James’s Place.”

Vicki Foster,
Head of Inclusion & Diversity, St. James’s Place

Their Approach

SJP believe in the value of difference and know that cultivating an inclusive culture helps us to benefit from those differences. Attracting, retaining and developing a diverse workforce is central to their approach. Quite simply, inclusion and diversity are vital ingredients to the future success of the business.

A diverse community of people from a wide variety of backgrounds, and with a range of experiences, skills and approaches, will help better understand and meet the needs of clients, making the business stronger and driving creativity, innovation and continued growth. This is why creating an inclusive workplace and improving diversity around the Board table, across the employee base and the Partnership is a strategic priority for them.

Accountability starts at the top. The SJP Executive leadership team are committed to driving the change needed for them to harness the benefits of a truly inclusive and diverse business.


Gender pay equality

New UK legislation has been introduced to increase awareness and create transparency around gender pay equality. The legislation states that any organisation with 250 or more employees must publish and report specific figures about their gender pay gap. SJP are committed to eliminating their gender pay gap, although we are realistic that this may take a few years to fully resolve.
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Financial Planner Life


Background: Recruit UK Limited understands that your privacy is important to you and that you care about how your personal data is used. We respect and value the privacy of all our customers and will only collect and use personal data in ways that are described here, and in a way, that is consistent with our obligations and your rights under the law.

1. What Does This Notice Cover?

This Privacy Information explains how we use your personal data: How it is collected, how it is held, and how it is processed. It also explains your rights under the law relating to your personal data.

2. What is Personal Data?

Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

3. What Are My Rights?

Under the GDPR, you have the following rights, which we will always work to uphold:

a) The right to be informed about our collection and use of your personal data. This Privacy Notice should tell you everything you need to know, but you can always contact us to find out more or to ask any questions.

b) The right to access the personal data we hold about you.
c) The right to have your personal data rectified if any of your personal data held by us is inaccurate or incomplete.
d) The right to be forgotten, i.e. the right to ask us to delete or otherwise dispose of any of your personal data that we have.
e) The right to restrict (i.e. prevent) the processing of your personal data.
f) The right to object to us using your personal data for a particular purpose or purposes.

g) The right to data portability: This means that if you have provided personal data to us directly, we are using it with your consent or for the performance of a contract, and that data is processed using automated means. You can ask us for a copy of that personal data to re-use with another service or business in many cases.

h) Rights relating to automated decision-making and profiling: We do not use your personal data in this way

i) For more information about our use of your personal data or exercising your rights as outlined above. Further information about your rights can also be obtained from the Information Commissioner’s Office or your local Citizens Advice Bureau. If you have any cause for complaint about our use of your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office.

4. What Personal Data Do We Collect?

We may collect some or all the following personal data (this may vary according to your relationship with us):

  • Name;
  • Address;
  • Email address;
  • Telephone number;
  • Business name;
  • Job title;
  • Profession;
  • Information about your preferences and interests

5. How Do You Use My Personal Data?

Under the GDPR, we must always have a lawful basis for using personal data. This may be because the data is necessary for our performance of a contract with you, because you have consented to our use of your personal data, or because it is in our legitimate business interests to use it. Your personal data will be used for or may be used for one of the following purposes:

  • Providing and managing your account.
  • Supplying our services to you. Your personal details are required in order for us to enter into a contract with you.
  • Personalising and tailoring our services for you.
  • Communicating with you. This may include responding to emails or calls from you.
  • Supplying you with information by email and/or post that you have opted-in to (you may unsubscribe or opt-out at any time by emailing [email protected].

With your permission and/or where permitted by law, we may also use your personal data for marketing purposes, which may include contacting you by email and/or telephone and /or text message and/or post with information, news, and offers on our services. We will always work to fully protect your rights and comply with our obligations under the GDPR and the Privacy and Electronic Communications (EC Directive) Regulations 2003, and you will always have the opportunity to opt out.

6. How Long Will You Keep My Personal Data?

Due to the nature of recruitment, a significant number of candidates reconnect with our organisation periodically. It is not uncommon for this to occur years after we have placed them in a role. For this reason, your consent includes explicit consent to retain your personal details until you wish us to delete your records from our database or refrain from further engagement.

7. How and Where Do You Store or Transfer My Personal Data?

We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

  • We store all data in specific company applications unique to us
  • All application access is via secure password or biometric control
  • In line with our Data Retention Policy, your data is deleted once

a) we no longer have a relevant use for it
b) it has passed the relevant expiry date

8. Do You Share My Personal Data?

We will not share any of your personal data with any third parties for any purposes, subject to one important exception. In some limited circumstances, we may be legally required to share certain personal data, which
might include yours, if we are involved in legal proceedings or complying with legal obligations, a court order, or the instructions of a government authority.

If any of your personal data is required by a third party, as described above, we will take steps to ensure that your personal data is handled safely, securely, and in accordance with your rights, our obligations, and the third party’s obligations under the law.

9. How Can I Access My Personal Data?

If you want to know what personal data we have about you, you can ask us for details of that personal data and for a copy of it (where any such personal data is held). This is known as a “subject access request”.All subject access requests should be made in writing and sent to the email or postal addresses shown below.

There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

We will respond to your subject access request within 14 days and, in any case, not more than one month of receiving it. Normally, we aim to provide a complete response, including a copy of your personal data within that time. In some cases, however, particularly if your request is more complex, more time may be required up to a maximum of three months from the date we receive your request.

You will be kept fully informed of our progress.

10. Contact details

Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street

11. Complaints procedure

If you have a complaint about the way your data is stored or handled by Recruit UK Limited, please
contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
Newminster House
27-29 Baldwin Street

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
Wycliffe House
Water Lane

12. Changes to this Privacy Notice
We may change this Privacy Notice from time to time. This may be necessary, for example, if the law
changes, or if we change our business in a way that affects personal data protection.
Any changes will be made available on our website


Inclusivity and fairness are of paramount importance to us. Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities. We will further develop our business culture to encourage, value and manage that belief. 

We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

Our policy purpose:

Not unlawfully discriminate because of the Equality Act 2010 protected characteristics of:

  • age
  • disability
  • gender reassignment
  • marriage or civil partnership
  • pregnancy and maternity
  • race (including colour, nationality, and ethnic or national origin)
  • religion or belief
  • sex
  • sexual orientation


Oppose and avoid all forms of unlawful discrimination. This includes:

  • pay and benefits
  • terms and conditions of employment
  • dealing with grievances and discipline
  • dismissal
  • redundancy
  • leave for parents
  • requests for flexible working
  • selection for employment, promotion, training or other developmental opportunities


Who is responsible for equal opportunities?

Achieving an equal opportunities workplace is a collective task shared between the employer and all its staff. This policy and the rules contained in it, therefore, apply to all staff of the employer irrespective of seniority, tenure and working house, including all employees, directors,

consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

All staff have a personal responsibility to ensure compliance with this policy, to always treat colleagues with dignity, and not to discriminate against or harass other members of staff, visitors, clients, customers, suppliers and former Recruit UK, employees.

Managers and Directors must take all necessary steps to:

  • Promote the objective of equal opportunities and the values set out in this policy.
  • Ensure that their own behaviour and those of the staff then manage complies in full with this policy;
  • Ensure that any complaints of discrimination, victimisation, or harassment (including against themselves) are dealt with appropriately and are not suppressed or disregarded.

Our Commitments

  1. Encourage equality, diversity and inclusion in the workplace.

  2. Create a working environment free of bullying, harassment, victimisation, and unlawful discrimination, promoting dignity and respect for all, and where individual differences and the contributions of all staff are recognised and valued.

    This commitment includes training managers and all other employees about their rights and responsibilities under the equality, diversity, and inclusion policy. Responsibilities include staff conducting themselves to help the organisation provide equal opportunities in employment, and prevent bullying, harassment, victimisation, and unlawful discrimination.

    All staff should understand they, as well as their employer, can be held liable for acts of bullying, harassment, victimisation, and unlawful discrimination, in the course of their employment, against fellow employees, customers, suppliers and the public.

  3. Take seriously complaints of bullying, harassment, victimisation and unlawful discrimination by fellow employees, customers, suppliers, visitors, the public and any others during the organisation’s work activities.

    Such acts will be dealt with as misconduct under the organisation’s grievance and/or disciplinary procedures, and appropriate action will be taken. Particularly serious complaints could amount to gross misconduct and lead to dismissal without notice.

    Further, sexual harassment may amount to both an employment rights matter and a criminal matter, such as in sexual assault allegations. In addition, harassment under the Protection from Harassment Act 1997 – which is not limited to circumstances where harassment relates to a protected characteristic – is a criminal offence.

  4. Make opportunities for training, development, and progress available to all staff, who will be helped and encouraged to develop their full potential, so their talents and resources can be fully utilised to maximise the efficiency of the organisation.

  5. Review employment practices and procedures when necessary to ensure fairness, and also update them and the policy to take account of changes in the law.

  6. Monitor the make-up of the workforce regarding information such as age, sex, ethnic background, sexual orientation, religion or belief, and disability in encouraging equality, diversity and inclusion, and in meeting the aims and commitments set out in the equality, diversity and inclusion policy.

    Monitoring will also include assessing how the equality, diversity and inclusion policy, and any supporting action plan, are working in practice, reviewing them annually, and considering and taking action to address any issues.

Agreement to follow this policy

The equality, diversity and inclusion policy is fully supported by senior management at Recruit UK.

Details of Recruit UK’s grievance and disciplinary policies and procedures can be found in the employee’s handbook. This includes with whom an employee should raise a grievance – usually their line manager.

Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

Academies sign up

Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
Don’t put it on hold, join the community today and discover your potential.

Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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