Assistant Financial Planner

Step into the world of financial planning and discover how professionals guide clients toward their financial goals. As an Assistant Financial Planner, you’ll learn how the advice process works, explore key financial products, and understand how planners build trust with clients. You’ll then use that knowledge to create content that helps attract and educate potential clients.

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Explain the key stages of the financial planning advice process.
Explain common financial products and describe their purpose.
Translate financial services into clear, client-friendly messaging.
Recognise how trust and credibility are built in client relationships.
Develop professional content to attract financial planning clients.

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Examine SJP's values.

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Get to know the management.

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Explore the work.

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Learn the SJP approach.

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Create content to attract clients.

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Upload the work you have created.

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Send updates to your mentor.

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Receive a Certificate of Completion.

Experience

Developed understanding of key financial products, including savings, investment, protection, and retirement solutions.
Analysed how financial planners assess client goals, risk profiles, and long-term objectives.
Applied financial knowledge to create client-focused marketing content for events and social media.
Demonstrated ability to communicate complex financial concepts in clear, accessible language.
Developed professional LinkedIn content designed to attract and engage prospective financial planning clients.

You are curious about how people plan and manage their money.
You are interested in finance, entrepreneurship, business, or economics.
You want to learn about savings, investments, and retirement planning.
You are considering a future career in financial services, business development, or client relationship roles.

With over 30 years of global financial advice and consulting experience, St. James’s Place (SJP) provides personalised, long-term advice tailored to each client’s individual goals and circumstances. They offer expert guidance across investment management, retirement planning, protection, and corporate financial solutions, delivered through one-to-one relationships with experienced advisers.

Their approach focuses on building enduring partnerships and creating flexible, sustainable financial strategies that evolve as clients’ lives and priorities change.

Course Lessons

This is not just a task to finish, it’s a chance to show what you can really do. When you follow the instructions and present your ideas professionally, your work can indicate you are ready for the next level. That’s what the Astranda team looks for. We carefully review every student’s submission to identify talent and provide feedback. The best submissions may lead to internships and other exciting opportunities with real companies. Doing your best work here could be the first step toward something much bigger.