Full training via the SJP Academy | Established Client Bank | Long‑Term Career Path
About the Partner Practice
We’re supporting a highly regarded St. James’s Place Partner Practice in Wolverhampton that delivers personalised, long-term financial planning to a loyal and growing client base. The practice is expanding and now seeks a Servicing Financial Adviser to help maintain and develop relationships with existing clients.
The Opportunity
This role offers a supported pathway into a professional advisory career.
You will join the St. James’s Place Adviser Academy, completing the full structured development programme before moving into the Wolverhampton practice.
You will:
- Provide servicing and review support to an established portfolio of clients
- Conduct ongoing client reviews and suitability discussions
- Develop strong, relationship-led connections
- Progress through the full SJP Academy, gaining required training and qualifications
This is ideal for someone who wants a clear, structured entry into advice—without needing to build a client base from scratch.
Training & Development (SJP Academy)
The Academy provides:
- A full, structured pathway into financial advice
- Funded study towards the Level 4 Diploma in Regulated Financial Planning
- Mentoring and ongoing professional development
- Practical exposure to real client scenarios
- A seamless transition into the Partner Practice upon successful completion
About You
We’re open to a range of backgrounds. You may be:
- Currently in financial services, or exploring a career transition
- Someone who enjoys client-facing, relationship-driven work
- Organised, motivated and able to manage your own schedule
- Commercially minded and committed to long-term professional growth
- Already holding or working towards Level 4 Diploma in Regulated Financial Planning (1–2 exams ideal)
Preferred (not essential):
- Progress toward R0 exams / Diploma
- Experience in Business Development
What’s on Offer
- A competitive package aligned with experience
- Secure, structured progression into an advisory position
- Access to a ready-made client bank
- Full training, qualification funding, and ongoing professional development
- Long-term advancement within a respected SJP Partner Practice
- Backing of the UK’s leading wealth management organisation
…