January 2026 Intake now open | Based in Southport & Leicester | Full-time, in-person
Turn your passion into a profession
Looking to make a meaningful difference in people's lives while building a rewarding career?
Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry's best consultants while getting paid and earning your Level 4 Diploma in Regulated Financial Planning along the way.
This position is based at our Southport office. In your first six months, you will attend in-person training sessions at the Leicester office on a bi-weekly basis. Travel and accommodation will be covered during this period.
This isn't just a training programme; it's a career launchpad.
Why join our academy?
* Fully funded professional qualifications
* Expert mentorship from leading advisers
* Structured pathway from trainee to fully qualified consultant
* Real client exposure and consultant experience
* Based in Southport/Leicester with in-person coaching and collaboration
We are looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.
You'll need:
* At least 2-3 years of experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
* To pass full pre-employment background checks (including DBS)
* A full UK driving license (manual preferred)
* A natural ability to build rapport and trust
* Strong literacy, numeracy, and attention to detail
* Genuine interest in finance and a passion for supporting others to achieve their goals
* Commitment and discipline to study independently to achieve the Level 4 Diploma
* Professionalism, strong ethics, and a positive attitude
Your 12-month journey:
Stage 1: Technical (Months 1-6)
* Achieve 4 of your 6 R0 exams towards the diploma certification
* Learn the full advice process through training sessions, consultant shadowing of live client meetings, and client support
* Attend monthly development sessions with expert trainers
* Pass key milestone assessments throughout the stage, including roleplays and end-of-module assessments
Stage 2: Application (Months 7-12)
* Complete the final R0 exams to achieve the diploma certification
* Shadow experienced advisers in live client meetings, professional contact meetings, and networking events
* Deepen your knowledge across pensions, protection, investments, and tax
* Receive real-time consultancy support as you begin building your own client relationships
Your benefits package:
* Group pension scheme
* Life assurance cover
* Income protection
* Health cash plan
Ready to shape your future?
This is more than a job; it's an opportunity to become part of an elite community shaping the future of wealth management.
Apply now to join our next intake. Let's build something brilliant together.
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