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St. James's Place

Financial Advisor

Newcastle upon Tyne
£50k/yr
Posted 1 day ago
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Financial Adviser

Newcastle upon Tyne | Hybrid
Employed & Self-Employed


Experienced or Junior Advisers Welcome

Partner Practice of St. James's Place Wealth Management, based out of Newcastle. This is a business with hyper-ambitious growth plans, already advising ~1000 clients, with a very strong, proven growth strategy in place. Dynamic culture, tight-knit team looking to take on an ambitious and experienced adviser. You could be part of the succession plan for this business.

Main Purpose of Job

To provide high-quality holistic financial advice to both existing and new clients, supporting the growth of the business. You could walk in with over 100 clients to begin servicing.

Become part of a successful, well-established practice, receive first-class mentorship, accelerate your professional development, and enjoy the rewards of a highly attractive earning opportunity.

Self-Employed Financial Adviser

For those who want the rewards of running their own business, without starting from scratch.

Package overview:

  • Opportunity to begin with over 100 clients
  • 70% Initial Advice Fees (self-generated business)
  • 70% Ongoing Advice Fees (self-generated business)
  • 50/50 Split for initial/ongoing fees (existing clients)
  • Opportunity to buy into the practice
  • Retainer / Financial Underpin (subject to individual)
  • Dedicated back-office, paraplanning and marketing support

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

This route provides immediate earnings, fair share of fees & support with a directly supported route to ownership.

Employed Financial Adviser

For those who would work better with financial security, with the opportunity to progress into self-employment in the future.

Package overview:

  • Negotiable salary, up to £50,000 (depending on experience)
  • Competitive Bonus Scheme
  • Dedicated back-office, paraplanning and marketing support
  • Clear route to being on the self-employed model

How will we support you?

  • Existing client servicing opportunities with both private and corporate clients
  • First class mentors at your side, in the office with you
  • Specialist Advice and Technical support
  • On-site Admin/Paraplanning Support
  • Exceptional Marketing Support, including client events
  • Cutting-edge Technology, giving you more time doing what you love
  • Highly competitive earning potential
  • The St. James’s Place Advice Guarantee*

Get help with your application

Your very own career expert that helps elevate your application to the next level.

Get help applying for this job

We’re keen to speak with experienced Financial Advisers who thrive on building long-term client relationships and delivering holistic financial planning. Whether you’re well established or looking for a role that will nurture you, and accelerate you in your career, we’d love to have a confidential discussion.

Interested?

Apply today on LinkedIn or get in touch to arrange a confidential discussion to learn more about the opportunity.

k.turker@sjp.co.uk
07443 207394


Disclaimer: The information contained in this advert applies exclusively to the vacancy being recruited for. As Partner Practices within the St. James's Place Partnership operate independently, arrangements and opportunities will vary between businesses.

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Skills

Holistic Financial Planning
Client Relationship Management
Financial Advice
Investment Management
Wealth Management
Business Development
Client Servicing

Location

Newcastle upon Tyne, England, United Kingdom

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