Advice Apprentice
ST.JAMES'S PLACE MANAGEMENT SERVICES LIMITED
Cirencester (GL7 1FP)
Closes on Friday 9 January 2026
Posted on 25 November 2025
Contents
Summary
You will be working within our Advice and Client Liaison teams within the Advice, Products & Operations function, which is responsible for overseeing and optimising SJP’s day-to-day operations. You will gain exposure across the function, building both technical knowledge and professional skills whilst studying for a fully funded qualification.
- Wage
-
£22,330 a year
- Training course
- Paraplanner and Financial Planner (level 4)
- Hours
-
Monday to Friday, typically 9.00am - 5.00pm.
Hybrid working - you will be required in the office 2-3 days each week and more when required.
Permanent Contract.
35 hours a week
- Start date
-
Monday 14 September 2026
- Duration
-
1 year 6 months
- Positions available
-
2
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
The Advice and Client Liaison teams provide technical expertise, oversight, and client support to ensure high-quality, compliant financial advice to all St James‘s Place financial advisers (also referred to as the Partnership). From guiding advisers on complex financial planning to resolving client concerns fairly and efficiently, the teams play a key role in maintaining trust and delivering good outcomes for clients.
Key Responsibilities;
- Undertake administrative tasks, project coordination, analysis and other tasks as required
- Data gathering, analysis and administration activities to support efficient workflow management across the function.
- Demonstrate flexibility, enthusiasm, and a consistent professional attitude in transitioning to SJP and from one team to another, utilising knowledge and skills gained from across the Function, in support of the demands of the business
- The Client Liaison team handle all complaints regarding initial and ongoing advice provided by the Partnership. You will get involved with processing client complaints, meeting regulatory and associated confidentiality requirements all to support efficient case flows
- System and content administration, producing reports and statistics, as well as getting a wider technical understanding through shadowing colleagues and reviewing documents
Where you'll work
St. James'S Place House
1 Tetbury Road
Cirencester
GL7 1FP
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
DAVIES LEARNING SOLUTIONS LIMITED
Training course
Paraplanner and Financial Planner (level 4)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
- Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
- Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
- Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
- Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
- Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
- Plan and prioritise work to support positive outcomes for both the customer and the firm.
- Provide individual advice relevant to clients in line with regulatory requirements.
- Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
- Paraplanner – Analyse clients’ current circumstances and research appropriate solutions to meet their needs, objectives, and attitudes to risk.
- Paraplanner – Provide financial planning support to colleagues using appropriate market knowledge and available software and research tools.
- Paraplanner – Conduct technical product and fund analysis.
- Paraplanner – Create personalised client-facing financial planning reports that are tailored appropriately to the audience and in line with regulatory and firm standards.
- Paraplanner – Securely maintain client files with evidence of any research and analysis undertaken.
- Financial Planner – Conduct KYC activities to fact-find relevant information and establish clients’ financial needs and objectives, including identifying when and where clients may be experiencing vulnerabilities.
- Financial Planner – Establish overall risk profiles for clients through an understanding of the clients’ financial knowledge and experience, attitude to investment risk, capacity for loss, and understanding of their vulnerabilities.
- Financial Planner – Identify, prioritise, and address clients’ needs in line with regulatory requirements.
- Financial Planner – Deliver advice solutions that support clients in achieving their financial objectives.
- Financial Planner – Collaborate with customers to create new opportunities for business growth, for example through referrals and networking.
- Financial Planner – Establish clients’ views on responsible and sustainable investing and the impact this may have on available solutions and outcomes.
- Use software packages and digital tools to deliver financial advice or paraplanning services in line with cyber and data security requirements, using data securely and safely.
- Provide services to clients in line with the business proposition, adhering to Consumer Duty and Treating Customers Fairly (TCF) principles.
- Prepare financial recommendations in accordance with risk, regulatory, and governance requirements.
- Comply with service and quality assurance standards for the business, for example complaints procedures and productivity.
- Communicate with clients and colleagues using methods appropriate for the intended audience, including verbal, written, digital, and virtual.
- Interpret and communicate financial and business information in a way that facilitates understanding for the intended audience, for example finance and non-finance stakeholders.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver advisory tasks and achieve successful customer outcomes.
- Plan and prioritise work to support positive outcomes for both the customer and the firm.
- Provide individual advice relevant to clients in line with regulatory requirements.
- Use feedback to reflect on own practice and identify opportunities for continuous professional development (CPD).
Training schedule
- Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard
- The formal training will be delivered via live online classes, you will also get access to a dedicated tutor and an online portal with bespoke course materials and support
Requirements
Essential qualifications
GCSE in:
- English (grade 5)
- Maths (grade 5)
A Level in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Presentation skills
- Analytical skills
- Team working
- Initiative
About this employer
St. James’s Place the UK’s leading wealth manager is a FTSE 100 Wealth Management Company with £212 billion of client funds under management. Our desire to provide a dedicated service extends not only to our clients but in everything that we do. We take our responsibilities very seriously, and a large part of our success is attributed to our people and their commitment and enthusiasm.
After this apprenticeship
- All apprenticeships are offered as permanent contracts within our organisation, with individuals progressing directly into their substantive roles within the organisation upon successful completion of the programme
Ask a question
The contact for this apprenticeship is:
DAVIES LEARNING SOLUTIONS LIMITED
The reference code for this apprenticeship is VAC2000002252.
Apply now
Closes on Friday 9 January 2026
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