1. "Great place to build a business"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Advisor in Leeds, England
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at St. James's Place Wealth Management full-time for more than a year

    Pros

    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.

    Cons

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 Remuneration could be considered as outdated but they’re dealing with this.

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    St. James's Place Wealth Management2020-01-17
  1. "CNA"

    5.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    CNA in Columbus, GA

    I worked at St. James's Place Wealth Management

    Pros

    Friendly environment , easy to fit in, great staff, feels like a home, easy work, laid back

    Cons

    no room for advancement, stepping stone for better positions,

    St. James's Place Wealth Management2015-09-15
  2. "Wealth Management Intern"

    4.0
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Intern - Anonymous Intern 
    Recommends
    Positive Outlook
    No Opinion of CEO

    I worked at St. James's Place Wealth Management

    Pros

    good culture, willing to teach

    Cons

    Could have been given more meaningful responsibilities

    St. James's Place Wealth Management2017-12-19

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