Working at St. James's Place Wealth Management |

St. James's Place Wealth Management Overview

Cirencester, England
1001 to 5000 employees
Company - Public (STJ)
Investment Banking & Asset Management
Unknown / Non-Applicable
We offer clients trusted face-to-face financial advice, building long-term relationships through the St. James’s Partnership – our advisory team made up of over 2,000 self-employed Partner businesses that include in excess of 3,500 qualified financial ... Read more

Mission: Just as our clients invest in us, we in turn invest in our people. We focus on attracting and retaining individuals that share our core values and determination to continue to build our business. Our employees give us a sustainable, competitive advantage and the attitude ... Read more

St. James's Place Wealth Management – Why Work With Us?

St. James’s Place Wealth Management is a FTSE 100 company with £112.8 billion of client funds under management. We have been awarded 'Wealth Management Company of the Year'​ at the City of London Wealth Management Awards 2019, and 'Best Wealth Manager Growth Portfolio'​ at the Wealth Advisor Awards for 2019.

The company’s success has grown through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

At the heart of our business is the St. James’s Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services today. Through our Partnership, we are able to provide comprehensive financial planning and wealth management services, helping individuals, trustees and organisations to achieve their financial goals.

The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.


The St. James's Place Group was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.


In April 1997, the J. Rothschild Assurance Group effectively achieved a reverse takeover of St. James’s Place Capital, thereby securing a public listing on the Stock Exchange after just five years of trading. Its market capitalisation placed it within the FTSE 250 Index.


In June 2000, Halifax Group plc acquired 60% of the issued share capital of2000 In June 2000, Halifax Group plc acquired 60% of the issued share capital ofSt. James's Place. Halifax merged with Bank of Scotland in September 2001 to create HBoS plc. In October, the company changed its name from J. Rothschild Assurance to St. James's Place.


With effect from 9 May 2006, St. James’s Place Capital was renamed St. James’s Place.


In January 2009, HBoS plc merged with Lloyds TSB to create ‘Lloyds Banking Group plc’.


In December 2013, Lloyds Banking Group disposed of its remaining holding in2013 In December 2013, Lloyds Banking Group disposed of its remaining holding inSt. James’s Place.


In March 2014, St. James’s Place entered the FTSE 100. 2014 In March 2014, St. James’s Place entered the FTSE 100. 
In June 2014, St. James’s Place acquired The Henley Group, one of Asia’s leading wealth management advice companies.


In March 2016, St. James’s Place acquired Rowan Dartington to create the group’s discretionary fund management and stockbroking arm.

As part of our commitment to bringing better gender balance, wider diversity and more inclusion to our business, St. James’s Place has become a member of these schemes:

LGBT Great

LGBT Great is an organisation focused on driving awareness of LGBT+ issues in the investment industry and works with the Diversity Project, Investment2020, CityHive, NICSA, The Guild of Investment Managers, LGBT Capital, My G Work and The Investment Association.

St. James’s Place is excited to be a founding member of LGBT Great's Investment Industry Benchmark Tracker. We passionately believe in the importance of LGBT+ inclusion as demonstrated by the launch in 2017 of our Equality Wealth business, serving the financial advice needs of the LGBT+ community. We look forward to working closely with LGBT Great to champion greater inclusiveness of LGBT+ talent both within St. James’s Place and the wider investment industry.

30% Club

Launched in 2010 to address gender balance on FTSE 100 boards, membership of the 30% Club signifies the commitment to achieving better gender balance and diversity both Board level and through wider organisations. This emphasises the commitments we have made in our gender pay report.

Disability Confident 

St. James’s Place supports the Disability Confident scheme which helps its members to make the most of the talents disabled people can bring to workplaces by changing attitudes, behaviours and cultures to enable those with disabilities to have the opportunities to fulfil their potential and contribute fully to an organisation’s success.

Women in Finance Charter

The Women in Finance charter is a commitment by HM Treasury and signatory firms to work together to build a more balanced and fair industry, in particular with regard to the representation of women in senior roles. St. James’s Place is a signatory to the charter and is committed to a target of 30% women in senior roles by September 2023.


With our head office in the Cotswolds and offices across the UK and in Asia, we create a unique environment for our employees – bringing City careers beyond the capital. With easy access to major cities and great transport links, you are never too far away from vibrant surroundings, without having the expense and pressures associated with working in a city. 

Since we started trading in 1992 we have seen strong growth at the company and were delighted to enter the FTSE 100 in 2014. We are proud to have maintained our values and loyalty to our employees as we have grown – the people that make up the SJP community are at the centre of everything we do.
We're invested in you

To continue to achieve our aspirations and growth, we need bright, talented people – the kind of people who have the drive to grow and succeed with us. We value all of our employees and appreciate that everyone is different, and at different stages within their career. This is why we are totally committed to personal and professional development, so that you can develop your career in the way that works best for you.

Finding the right role is not just about who you work for, but where you work. Life should be all about balance.

Career Paths

We know that choosing the right career path isn't easy. Along with our experienced vacancies, we offer a variety of graduate schemes, apprenticeships, internships and year placements to support you wherever you are on your journey.

Our comprehensive range of training programmes are tailored to developing early careers at a number of stages. Whether you are looking to gain experience whilst studying at sixth form or college, or graduating from University, our dedicated early careers team are here to support you along your chosen path.


Charitable Foundation photo

Community activities

We know that the good work we do in the community not only motivates them, but helps build a culture where employees are proud to work for us. Our employees are encouraged to give back to their communities through:

  • matching any funds given through salary sacrifice; over 80% of staff contribute to our Charitable Foundation in this way
  • giving two days in work time, skills-based community support allowance a year
  • organising community-based team challenge days
  • helping employees support the organisation they regularly volunteer for by offering grants.

St. James's Place Charitable Foundation

Formed in 1992, the Foundation is the charitable arm of the St. James’s Place Wealth Management Group and has so far raised over £71 million. The Charitable Foundation funds hundreds of projects each year under the following themes:



St. James's Place Wealth Management Reviews

  • Featured Review

    "Great place to build a business"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in Leeds, England
    Current Employee - Financial Advisor in Leeds, England
    Positive Outlook
    Approves of CEO

    I have been working at St. James's Place Wealth Management full-time (More than a year)


    I must admit that with all the external hype about this company I was dubious at joining. However what you read and hear is not anything like what I have experienced in my 2 years. They are very successful and on the whole clients are very happy. This is a great place to build a business and they’ll give you all the support you need to do this. The model works very well for those who put the work in although I expect it could be a tough place to be if you have no client base and so in my opinion it suits advisers who already have this from a previous role.
    IT is really strong compared to what I’ve experienced elsewhere, investments team and technical teams are very helpful and extremely knowledgeable. Compliance are very thorough. Product range is good and portfolio performance is very strong. Experienced advisers are very keen to help newer advisers. Very professional in all areas and very happy I joined. Flexibility with charges.


    Frustrating that they appear to let the press walk all over them.
    Remuneration could be considered as outdated but they’re dealing with this.

    Advice to Management

    Spend your efforts with those Associate Partners as they’re the ones with the highest potential.
    Don’t let the press try and affect what is a great company and an absolute genius business model.

See All 151 Reviews

St. James's Place Wealth Management Photos

St. James's Place Wealth Management photo of: St. James's Place Employees
St. James's Place Wealth Management photo of: St. James's Place Employees
St. James's Place Wealth Management photo of: St. James's Place Employees
St. James's Place Wealth Management photo of: St. James's Place Employees
St. James's Place Wealth Management photo of: St. James's Place Employees
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St. James's Place Wealth Management Interviews



Getting an Interview

Getting an Interview





    Paraplanner Interview

    Anonymous Employee in London, England
    Accepted Offer
    Positive Experience
    Average Interview


    I applied online. The process took 1+ week. I interviewed at St. James's Place Wealth Management (London, England).


    I applied directly to an IFA's job advert via email and submitted my CV. A couple of hours later, I got a reply from them asking if I was interested in meeting them for an interview. There were 2 rounds. Both interviewers were very approachable and passionate about their work. The interviews lasted just over an hour and involved standard questions (i.e my interest in the role and in the financial services industry. There were also a few questions about my background/personality).

    Interview Questions

    • They asked me to talk about my education, professional experience and interest in financial services.   Answer Question
See All 58 Interviews

St. James's Place Wealth Management Awards & Accolades

  • Wealth Management Company of the Year, City of London Wealth Management Awards, 2018
  • Wealth Management Company of the Year, City of London Wealth Management Awards, 2019
  • Best Wealth Planning Team, Wealth Adviser Adwards, 2019
  • Best High Net Worth Team, Wealth Adviser Awards (UK), 2019
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