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      St. James's Place

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      Equi
      3.5★Compensation and benefits

      Trainee Financial Adviser Interview

      10 Oct 2023
      Anonymous employee
      Accepted offer
      Positive experience

      Other Trainee Financial Adviser interview reviews for St. James's Place

      Trainee Financial Adviser Interview

      24 Apr 2026
      Anonymous interview candidate
      Manchester, England
      No offer
      Difficult interview

      Application

      I interviewed at St. James's Place

      Interview

      Quite a lengthy processes to get onto the academy with a lot of regulatory checks however lots of support. Some parts were difficult I.e. creating a business plan but there were dedicated people to help you along the way.

      Interview questions [1]

      Question 1

      How would you describe success?
      Answer question
      Negative experience
      Average interview

      Application

      I interviewed at St. James's Place (Manchester, England)

      Interview

      Don't go through the academy if you're new to the industry. They will waste your time with BS. There's only one option really self employment. If you're happy with that, that's fine. Otherwise, fund your R0 exams yourself and get a job with an independent firm.
      avatar
      St. James's Place response
      1mo
      Thank you for sharing your feedback. I’m sorry to hear that your experience did not feel positive. The Academy is designed to develop advisers who can enter the industry as self sufficient professionals, most commonly through self employment, either by starting their own business or joining an existing SJP Practice as an adviser. While some Practices do offer employed adviser roles, these are currently less common, and we aim to be transparent about this from the outset. That said, I appreciate you taking the time to share your perspective and I will pass your comments on to the Academy team for further consideration. I wish you every success on your adviser journey. Jess