Working at St. James's Place Wealth Management | Glassdoor.co.uk

St. James's Place Wealth Management Overview

Cirencester, England
1001 to 5000 employees
1992
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 For Us?


St. James’s Place Wealth Management is a FTSE 100 company with £103.5 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.

1991

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.

1997

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.

2000

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.

2006

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

2009

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

2013

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.

2014

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.

2016

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

I am pleased to welcome you to the St. James’s Place Careers website where you’ll find out more about life at St. James’s Place, as well as the roles and vacancies we currently have.

You will see that we are a people business and that we’ve grown successfully since our launch in 1992 by putting our clients at the heart of what we do. We value strong qualities in all of our employees, regardless of where they work within the business. We encourage everyone to go the extra mile, to find a solution, to deliver on promises and to work hard at forging strong, effective relationships.

We also encourage the team who work at St. James’s Place to put something into the community and particularly for the benefit of those less fortunate than us. And one of the ways they do that is through our own charity — the St. James’s Place Charitable Foundation. It's funded by our employees and Partners alike, through monthly contributions, donations, and fundraising activities — and every pound raised is matched by the company.

I hope you get a good feel for the company as you browse the website; and if you sense that it’s a special place to work, you’d be right! I also hope it will help you decide whether joining the St. James’s Place community is the right step for you.

Best wishes

Andrew Croft, Chief Executive

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.


Through our Corporate Responsibility strategy, we identify specific groups of people in need and aim to transform their lives for the better. We don’t look for brand awareness, awards or commercial gain for these activities, we aim to do the right thing using best Corporate Responsibility industry practice.

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

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St. James's Place Wealth Management Chief Executive Andrew Croft
Andrew Croft
6 Ratings
  • "Great place to work!"

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    • Work/Life Balance
    • Culture & Values
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    • Senior Management
    Current Employee - Operations in Cirencester, England
    Current Employee - Operations in Cirencester, England
    Recommends
    Positive Outlook
    No opinion of CEO

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

    Pros

    Great people to work with, everyone is very friendly.
    Pretty open to new ideas and new ways of working.
    Work/life balance is good.

    Cons

    Parking isn't great.
    Some of the internal systems are a bit old.
    Seem to outsource a lot of services that could be done in house; having more control and saving money.

See All 101 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

Experience

Experience
68%
16%
16%

Getting an Interview

Getting an Interview
71%
11%
6%
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  1. Helpful (3)  

    Paraplanner Interview

    Anonymous Interview Candidate in London, England
    No Offer
    Negative Experience
    Difficult Interview

    Application

    I applied online. I interviewed at St. James's Place Wealth Management (London, England) in August 2017.

    Interview

    I applied for a paraplanner role advertised on linkedin. I was invited to an interview almost straight away by an in-house consultant. In trying to get further information about the role from this consultant, I was then advised that no paraplanner roles were available. I was told that a number of roles were available and that these would be discussed in a telephone interview. Personally I prefer to know what job I'm being interviewed for prior to the interview.

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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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