Start you own Financial Advice business (no financial services experience needed) - #2167518

St. James's Place


Date: 2 hours ago
City: Manchester
Contract type: Full time
St. James's Place

Job Title: Start you own Financial Advice business (no financial services experience needed)


Location: Manchester


Start and run your own business with St James's Place

St James's Place is continuing its growth by supporting career changers to launch and grow their own business in financial advice.

We are looking for well-networked individuals from all backgrounds and demonstrable entrepreneurial drive and spirit. We will work with you to establish your new business within our 2,600 strong practice partnership.

You will be supported by a team that has best in class expertise in establishing financial advice businesses. This is a funded opportunity.


What We're Looking For

We’re seeking someone who is:

  • Passionate about financial advice and helping clients plan for their futures
  • Professional, articulate, and confident in front of clients
  • Has a strong personal network
  • Strong work ethic with entrepreneurial spirit

Preferred (but not essential) :

  • QCF Level 4 qualifications (DipFA, IAD, CISI, or equivalent)
  • Background in relationship management or other client-facing roles. Open to a charismatic individual who is passionate about advice with at least 4 years professional experience


What We Offer

Whether you’re just starting out or looking to pivot into a rewarding new career, we’ll provide everything you need to succeed:

  • Full funding for industry-recognised exams (e.g. CII R0s) to help you become Level 4 qualified
  • Comprehensive, hands-on training in client acquisition, financial planning, and retirement modelling
  • A supportive pathway to advising and business launch
  • Back-office support to keep you focused on what matters most
  • The opportunity to shadow experienced advisers and learn directly from industry leaders


Is This You?

You might be a great fit if you:

  • Have an entrepreneurial mindset and a strong desire to succeed
  • Can build long-term relationships based on trust and empathy
  • See financial advice as more than just a job and the clients as number one


Apply today and take the first step in a fulfilling career with our partnership.

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