50,000 new advisers needed

The Opportunity – 50,000 advisers needed

Today there are more than 12 million people who have between £50,000 and £5 million of investible wealth. As the UK’s largest wealth manager, we passionately believe all of these individuals would benefit from face-to-face financial advice. In fact, we believe demand for advice is only set to grow from here due to:

  • An increasingly aging population whose financial affairs tend to become more complicated with time.
  • Increased need for people to save and invest as governments and companies step away from providing for individuals in retirement.
  • Expected trillions due to change hands as part of intergenerational wealth transfer over the next 20 years.

But with the average age of a UK financial adviser now being around 57 years old, many are set to retire in the next 3-5 years. With less than 30,000 financial advisers left in the industry, and with each of these having on average 150 clients, there is a shortfall of more than 50,000 advisers if we are to service a potential 12 million people. It’s what we call the ‘advice gap’ and it represents an amazing opportunity for people like you, with the skills to capitalise on it.

Why become a Financial Adviser or launch your own business?


Efforts are reflected in your rewards


Grow the career or business that suits you


50,000 advisers needed to fill the ‘Advice Gap’

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A meaningful career helping others by supporting clients

Over and above the significant market opportunity, you’ll love helping individuals and their families plan for a secure financial future. No two days will ever be the same and you will enjoy the variety of meeting new and interesting people. What’s more, it’s a true meritocracy. No more waiting for people to vacate positions before you can advance or earn more money. The efforts you put in will be rewarded in a true meritocracy. 

You don’t need to be great at maths or have knowledge of the financial sector to become a successful financial adviser. If you have an entrepreneurial spirit, the desire to learn and strong interpersonal skills, we can help you to grow into the role. You would have already developed many of the key attributes during your military service.

The St. James Place Financial Adviser Academy

Having trained and learnt from more than 1,000 individuals, who have gone on to become some of the very best financial advisers and business owners in our profession, we offer a world-class programme. You can expect:

  • Comprehensive support – with your own development manager and mentor.
  • Flexibility – immersive, on-demand learning, along with classrooms and learning in the role. Our approach is industry-leading, using cutting-edge technology blended with ‘real-world’ exposure.
  • Financial assistance – for the duration of your training.

We help you achieve the skills, knowledge, qualifications and confidence needed for a successful career.

There has never been a better time to become a Financial Adviser or launch your own financial advisory business. And there’s no better place to do that than with us.


St. James’s Place Financial Adviser Academy has supported many former officers as they transition to a successful career as a Financial Adviser.

The Forces into Finance webinar follows the journey of six Academists who made the transition, giving a real insight into training, successes and challenges, and life as a Financial Adviser.

Or contact Gee Foottit:

W: www.sjp.co.uk/academy/contact
E: gee.foottit@sjp.co.uk
T: 07768 553718


Simon left a secure and well-rewarded career in the British Army to satisfy his entrepreneurial calling. Click the button to learn about his progress through the Academy programme to become an Associate Partner of St. James’s Place.
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Making the leap from Royal Marines officer to financial planner proved incredibly satisfying for James. Click on the button to find out more about his transition to becoming a qualified Financial Adviser and Associate Partner of St. James’s Place.
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Louise served as Royal Navy Lieutenant (Navigation Officer) on HMS Bangor during her six year military career. She is now a qualified Financial Adviser and Associate Partner of St. James’s Place. Click on the button to find out more.
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“The OA knows where you are coming from, understands your philosophy and can convey this to the candidate”

Sarah-Louise Penhall
Director of Operations, TeraCode

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