We are looking for both qualified advice professionals and those who want to start a career in finance. 

Are you looking to start a career as a Financial Adviser? 

No matter your background, training to be a Financial Adviser might be a great move and we are looking to support highly motivated individuals through the St. James's Place Academy. We are looking for someone who is self-motivated, driven and wants to help clients to achieve their dream financial life.

The St. James's Place Academy is an industry-leading Financial Adviser training programme which is tailored to your goals, so you can develop a fulfilling career that works for you. St. James's Place invests in you throughout your time with the Academy and beyond. 

To find out further information about the SJP Academy please click here

Are you a qualified advice professional looking to progress your career?

We are also looking for pro-active employed Financial Advisers to join us to provide holistic Financial Planning advice to clients based across the UK. The business seeks a highly motivated, ambitious, self-starter to join us in building quality, long-term relationships with clients.

What we are looking for:

• Diploma Level 4 qualified preferably with 1-year experience giving holistic financial advice
• A professional attitude to work that helps us maintain a supportive culture within the business
• The capability to work to a target efficiently, maximising the potential of every lead
• Looking for your next logical step in your career and can demonstrate that you are proactive, dynamic and ambitious
• A self-starter who can maximise the Fowler Financial Planning support structure behind you to reach your full potential
• A focus on best practice, strong team spirit, positive client outcomes and experience
• The ability to engage successfully with new leads and new clients efficiently and proactively

What will you be doing?

• Talking to clients to determine their individual goals as well as their current financial position to develop a personalised financial plan
• Advising strategies for clients making use of protection policies, investment solutions, pension structures, inheritance tax solutions and other core product areas to help them reach their financial objectives, achieving maximum tax efficiency in doing so
• Reviewing client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
• Preparing and interpreting financial summaries, investment performance reports and cash flow models for clients
• Building and maintaining your client base
• Building relationships with the next generation of your client bank to facilitate intergenerational planning

Why be a Financial Adviser for Fowler Financial Planning?

We will support you by:

• Support in working towards Chartered status and/or support throughout the St. James's Place Academy 
• Bespoke support to smooth your transition into our business
• Providing you with an existing client bank to service
• Access to our distinctive approach to investment management
• Specialist advice and technical support
• Exceptional marketing support, including client events
• The power of the St. James's Place brand
• Streamlined administration allowing more face-to-face time with clients
• We also offer training to build your own network of introducer relationships
• The potential for future equity ownership of the business

What’s it like working for Fowler Financial Planning? 

Our mission is to leave each client’s financial lives in a better place.

We are located on the bustling Magdalen Road which is full of independent and beautiful shops and is less than a mile from the city centre. Since Fowler Financial Planning was established in 2016, it has been highly regarded as a fast-growing business, reaching c£125m of funds under management. Not only do we focus on giving our clients a high-class experience, but we give back to others; this is why we were one of the first financial advisory practices accredited with The Good Business Charter. We also sponsor local sports clubs and regularly fundraise for the St. James's Place Charitable Foundation.