2 hours

Become a Junior Financial Planner.

Enter the world of financial planning and learn how professionals help clients make confident financial decisions. In this role as a Junior Financial Planner, you’ll explore the full advice process, understand key financial products, and see how a first client meeting is conducted. You’ll then apply your learning by running your own simulated client session.
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By the end, you'll be able to...

  • Explain the key stages of the financial planning advice process.
  • Explain common financial products and describe their purpose.
  • Recognise how trust and credibility are built in client relationships.
  • Conduct an opening meeting with a client.


What's included?

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Explore the Company

Examine SJP's values.
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Meet the Team

Get to know the management.
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Meet a Client

Host a simulated opening meeting.
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Get a Certificate

Receive a Certificate of Completion.


What can be added to a CV or LinkedIn?

Below is an example of how you can professionally present this Astranda experience on your CV or LinkedIn profile.
Experience

Junior Financial Planner, SJP (Simulated Work Experience)

May 2026 (2 hrs)
  • Developed understanding of key financial products, including savings, investment, protection, and retirement solutions.
  • Applied financial knowledge to conduct simulated discovery meetings with clients.
  • Demonstrated ability to communicate complex financial concepts in clear, accessible language.


Who is this for?

  • 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.


What would high-quality work look like here?

  • Your LinkedIn content reflects the St. James’s Place brand with a professional and trustworthy tone.
  • You ask relevant, thoughtful questions that uncover the client’s goals, priorities, and current financial situation.
  • You demonstrate active listening by responding to the client’s needs and adapting your approach during the conversation.
  • Your final post is polished, engaging, and suitable to publish on LinkedIn.


What is SJP?

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.


What will happen?

Course Lessons


What comes after this?

  • 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.

Think you're ready?

Let's find out.