Welcome to the Financial Planner Life Academies where we take a deep dive into the entry level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning.
Today Sam is joined by Gee Foottit from the St James Place Academy and we cover topics such as the demand for more financial advisers, the history and success of the academy, the structure of it as well as the qualifications that St James Place can offer you.
We also talk about why financial planning is a great option for a second career, the benefits of running your own practice under St James’s Place, what you can expect from the company culture and how they are using virtual reality to help you train. This podcast has all the information that you need if you’re looking to become a financial planner.
We cover:
What is a financial adviser and why do we need more
The interview and selection process of the St James Place Academy
Diversity and inclusion
A deep dive into the 4 terms that you go through in the academy
Why financial planning is a great second career
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If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.
Time Stamps
00:00 - 05:58 - What is a financial adviser, and why is there need for financial adviser?
6:05 - 7:24 - Why set up the St James’s Place Academy, what success have you had so far?
07:24 - 10:10 - What financial Advice qualifications do I need to become a financial adviser through the St James’s Place Academy?
10:20 - 12:44 - Why becoming a Financial Adviser is a good career for second careerist
12:47 - 15:40 - What does the company structure of St James’s place look like, what opportunities are available to me once qualified through the academy?
16:00 - 16:52 - What support do you give to help someone choose the right route, whether is run a partner practice or joining an existing partner practice.?
16:52 - 20:27 - what funding or income support is available during the St James’s place Academy?
20:27 - 27:50 - The interview and selection process for the St James’s Place Academy, hints and tips on what you should do to prepare and why getting to know you is the most important part of the process for St James’s place.
27:50 - 30:49 - Diversity and inclusively at SJP and during the hiring process.
30:49 - 32:36 - What should I expect from the culture of St James’s Place.
32:34 - 37:08 - Overview of the St James Place academy, the 4 terms and the time expectations to completing exams and graduating from the academy.
37:08 - 39:19 - Overview of the 4 terms at St James’s Place Academy
39:19 - 44:22 - Term 1 - Get financial advice qualified with St James's Place Academy, what to expect in term 1.
44:22- 51:17 - Term 2 - learn the skills and behaviours required to be a financial planner, including ground breaking virtual reality role plays.
51:17 - 55:23 -Term 3 - Client facing and the CAS Journey to CAS, and how to build professional connections to generate client referrals and developing commercial niches.
55:23 -58:24 - Term 4 - Continued learning and support from St James’s place mentors whilst you are working as a financial adviser.
58:24 - 01:00:55 - How long will it take to become a financial adviser via the St James’s financial Adviser academy?
01:00:55 -01:03:39 - How much can I earn as a fully qualified Financial Adviser at St James’s Place?
01:03:39 - 01:05:43 - What happens at the end of my career in financial advice, what does an exit strategy look like at St James’s Place?
01:05:45 - 01:07:58 - How does St James Place help support me with administration and Paraplanning or scaling my business?
Candidate Testimonials, successful graduates of the St James’s place financial advice academy.
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