Forge a new career in Wealth Management

Are you a self-motivated Service leaver or veteran looking to create your own successful Wealth Management business under the guidance and brand of one of the country’s leading wealth management providers, St. James's Place?

If the answer is yes, then this unrivalled 2-year career change programme could be for you.

St. James's Place, one of the UK's leading Wealth Management companies, in partnership with SaluteMyJob, is offering this is a 2-year career change opportunity, with training programmes running nationwide in Manchester, London, Solihull and Edinburgh, to change your career and train to be a Financial Adviser.  

What to expect

The opportunity is for former Service men and women to undertake an intensive training programme that will equip you to provide a first class, professional and expert Wealth Management service to your clients. This is an unrivalled development programme for outstanding, ex-military individuals who have no previous experience of giving personal financial advice.

As the case studies below show, the programme is particularly well suited to former NCOs, senior NCOs and Officers with experience of building relationships with others. You will be trained in one of our client’s regional academies. 

You will not only train to be a Wealth Manager, you will be given all the skills required to build and run your own Wealth Management business, giving you the autonomy to control your own diary and manage your time as you choose to; whether it means taking the children to school in the morning or having extended summer breaks.

You will graduate from the Academy as a fully-fledged, qualified Wealth Manager with the skills to build a thriving business. You will also be provided with ongoing business development support to help you grow your business.

What are they looking for?

The Academy is looking for individuals from the Armed Forces who have the necessary personal attributes, characteristics and potential to start and run their own business, as well as passing all the necessary professional exams to gain the Diploma in Financial Regulated Planning. The common personal attributes of an ideal Academy candidate are key qualities military personnel are known to have, such as:

  • Drive
  • Resilience
  • Self-Motivation
  • Excellent communication
  • People focused
  • Relationship building skills

Ex-military testimonials

Simon Roffey: Simon spent 18 years in the Army, serving on operational tours to Northern Ireland, Kuwait, Kosovo, Iraq and Afghanistan.  He served with 16 Air Assault Brigade and at Army HQ before leaving in 2012.

"The St. James's Place Academy's ethos is about individual effort, but backed up by an excellent support team, infrastructure, and a fantastic brand.  The ongoing personal development, advice and geographic network is a huge enabler.  The St. James's Place Wealth Management Academy really delivers, and I have no hesitation in strongly recommending it." You can hear more about Simon’s story here.

Jonny Shingles: Jonny enjoyed a 10 year career with the RAF.  He started as an aerobatic display pilot, followed by 3 years as a Tornado F3 Air Defence and Harrier GR7 Pilot, and a year as Fighter Pilot Instructor Training.

“Whilst I had previous commercial skills and had run a business, the Academy was invaluable in helping the key elements of those skills transfer to the world of Wealth Management. I am now up and running and enjoying the benefits of self-employment and the challenges this brings. I also now appreciate that in this profession, rather than going solo, running my own business alongside a FTSE 100 company is a compelling one.”

If you would like to be considered as a candidate for interview for the St. James's Place Manchester Academy, please email Katie with your CV, along with a brief written statement explaining:

  • What attracts you to becoming a self-employed Wealth Manager

  • A description of what has led you to wanting to make this career change now.

Following us receiving your CV and Statement of interest, if you are suitable, an Academy Selection Manager will contact you to arrange an initial interview and answer any further questions you may have.