Investment Support Desk Apprenticeship Programme

Join to apply for the Investment Support Desk Apprenticeship Programme role at St. James’s Place

St. James's Place (SJP) is a leading wealth management company that delivers personalised, face-to-face financial advice and manages client investment strategies to protect and grow their financial futures.

The Investment Helpdesk Apprenticeship Programme is a 12‑month, full‑time, permanently contract apprenticeship located in our Cirencester office. You will study for a Level 4 Financial Services Apprenticeship and qualify with an Investment Management Certificate (IMC), gaining hands‑on experience that supports a long‑term career in investment services.

• Provide technical and administrative support to the Investment Consultancy team.
• Respond to investment‑related queries from Partners and colleagues via phone and email.
• Prepare materials that explain SJP’s investment proposition and fund range.
• Maintain and update digital tools and resources used by Partners and clients.
• Develop an understanding of markets, investments and portfolio performance.
• Build core workplace skills such as communication, organisation and teamwork.

• On track to complete or have attained A‑levels (or equivalent) in a relevant subject area.
• Minimum level 5 in Math and English at GCSE.
• Strong interest in finance, business or economics.
• Good verbal and written communication skills.
• Confidence in asking questions and seeking guidance.
• A collaborative approach to working with others.
• Attention to detail and a willingness to learn new systems and processes.

This role will be based full‑time in our Cirencester office and you will be required to be in the office 2–3 days per week and more when required. Please note that due to the eligibility criteria for visa sponsorship, we are unable to offer work visa sponsorship for our Apprenticeship programmes.