Location
Gateshead
Employment
Full time
Permanent
Position
Apprentice Financial Advisor – Newcastle (City Centre Office)
Salary & Benefits
Apprentice + Study Support + Career Progression
Hours – Monday to Friday, 37.5 hours per week, permanent
Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days)
Start your career in Financial Services.
What You’ll Do & Learn
* Support senior advisors with new business client meetings, research, and financial planning tasks
* Respond to enquiries, provide client introduction questionnaires and onboard new clients
* Learn how to assess client needs and provide tailored independent financial guidance
* Work towards industry‑recognised qualifications (e.g., Certificate in Financial Services Level 3) with full study support
* Progress to Trainee Independent Financial Adviser following completion of level 3, leading to Level 4 UK qualified Independent Financial Adviser Status (2‑/3‑year qualification programme) where you’ll achieve the Diploma for Financial Advisers (DipFA®)
* Build long‑term relationships with clients, helping them plan for a secure financial future
* Gain hands‑on experience across pensions, investments, protection, and wealth management
* Understand financial markets, systems and regulations
* Acquire practical skills in systems, processes and compliance
What We’re Looking For
You don’t need prior financial services experience – just the right mindset.
* A strong interest in finance, wealth management, or financial planning
* Excellent communication and relationship‑building skills
* Tech savvy and a keen interest in systems
* High levels of integrity, professionalism, and attention to detail
* Motivation to study and achieve professional qualifications
* A proactive and positive approach to learning
* Self‑motivated, process driven
* Minimum qualification: UK Level 3 (A-levels or equivalent Quals)
* Higher UK qualifications (HNC/HND or Degree) at or above Level 4 preferred
* UK Driving License preferred
What We Offer
* Full study support towards industry qualifications (e.g., Certificate in Financial Services Level 3) within a structured training programme
* Membership to a UK‑regulated financial institute to gain Professional Adviser Status
* Mentoring from experienced advisors
* Clear progression route into a fully qualified Level 4 Diploma for Financial Advisers (DipFA®)
* Apprentice salary (1st year) with performance‑related incentives
* Progression to competitive salary with incentive scheme from year 2
* Supportive, professional, collaborative working environment
Why Join Us?
This is a fantastic opportunity to build a long‑term career with unlimited potential. You’ll gain valuable expertise, earn respected qualifications, and make a genuine difference in people’s lives by helping them make smart financial decisions.
About Us
TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high‑quality experience for our clients.
We are an equal‑opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide sponsorship.
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