St. James's Place Financial Adviser Academy
Financial Planning Consultant

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Financial Adviser Associate | Build a Business, Change Lives, Create Your Legacy
Are you successful in your current career, but still asking yourself, "What's next?"
Perhaps you're thriving in sales, management, banking, education, recruitment, mortgages, sport, the military, army, or the music industry, yet feel ready for something bigger. A career that offers true ownership, unlimited earning potential, personal growth, and the opportunity to build a business around your ambitions.
We're looking for ambitious, commercially minded individuals who want to create something meaningful—not just another job.
This Could Be For You If You:
- Have a proven track record of success in your field
- Possess an entrepreneurial mindset and strong commercial awareness
- Are a natural relationship builder with excellent communication and influencing skills
- Have resilience, drive, and the determination to succeed
- Have an established network and enjoy building genuine connections
- Want to take control of your future and potentially run your own business
- Are willing to invest in yourself, learn professionally, and commit to long-term success
Why People Are Making The Move
Many of our most successful advisers have come from backgrounds including:
- Sales & Business Development
- Leadership & Management
- Recruitment
- Banking & Financial Services
- Mortgage Advice
- Teaching & Education
- Professional Sport
- Music & Performance Industries
- Self-Employment & Business Ownership
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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.
See breakdownIt 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.
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.
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.
What they all had in common wasn't financial advice experience. It was ambition, resilience, influence, commercial success, and a genuine desire to help people.
The Opportunity
As a Financial Adviser Associate, you'll work closely with individuals, families, business owners and professionals, helping them make informed decisions about their financial future. You will develop the expertise to provide guidance across areas such as but not limited to; Investment Planning, Retirement planning, Protection and Risk Management, Estate and Trust Planning, Intergenerational Wealth Management, Cashflow Forecasting.
Beyond advice, you'll often act as a trusted partner, coordinating with accountants, solicitors and other professionals to help clients achieve their long-term goals.
What You'll Be Doing
- Building and developing your own client relationships
- Networking and generating new business opportunities
- Conducting detailed financial reviews
- Understanding clients' goals, priorities and aspirations
- Creating tailored financial strategies
- Maintaining long-term client relationships built on trust
- Continually developing your knowledge, expertise and professional qualifications
- Building a sustainable business with recurring income potential
What Success Looks Like
We're not looking for people seeking an easier life. We're looking for people who:


Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Have demonstrated commercial achievement
- Embrace accountability
- Are coachable and eager to learn
- Can influence and inspire others
- Understand the value of relationships and trust
- Are prepared to commit to genuine change
- Want to build a rewarding long-term future rather than chase short-term wins
What You'll Need
- Strong communication and interpersonal skills
- Entrepreneurial drive and commercial flair
- Confidence to build and leverage a professional network
- Determination, resilience and self-motivation
- The ability to simplify complex information
- Professionalism, integrity and discretion
- A growth mindset and commitment to continuous learning
- The ambition to create something of your own
The Bigger Picture
This isn't simply a career move. It's an opportunity to:
- Build your own client bank
- Develop a respected professional practice
- Gain industry-recognised qualifications
- Enjoy uncapped earning potential
- Create long-term financial security
- Make a genuine difference to people's lives
- Build a business that could become your ultimate end game
Ready for the next chapter?
If you've built success elsewhere and have the ambition, resilience and commercial mindset to succeed—let's have a confidential conversation. Apply today.
Your experience got you this far. Your next opportunity could change everything.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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