Kickstart Your Career in Wealth Management
Ready to turn your passion for helping others into a rewarding career? Our Trainee Consultant Academy is now open for January 2026 applications
Location: Southport, with bi-weekly in-person training in Leicester (travel & accommodation covered)
What you'll get:
* fully funded Level 4 Diploma in Regulated Financial Planning
* real client exposure from day one
* 1-to-1 mentorship with leading consultants
* clear career path: Trainee → Qualified Financial Consultant
* strong benefits package (pension, life cover, health cash plan & more)
Who we're looking for:
* 2–3 years' experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
* passion for finance & helping people reach their goals
* commitment and discipline to study independently to achieve the Level 4 Diploma
* strong literacy, numeracy & attention to detail
* excellent interpersonal and analytical capabilities
* pass our full pre-employment background checks (including DBS)
* valid UK driving license (manual preferred)
Your 12-month journey:
* Months 1–6: Study, shadow advisers, and pass your first exams
* Months 7–12: Work with clients while completing your diploma
* Beyond: Become a fully qualified consultant with long-term growth
Applications are now open – spots are limited Apply today and start shaping your future in wealth management.