Kickstart your career in wealth management with our Trainee Consultant Academy
January 2026 Intake now open | Based in Leicester | Full-time, in-person
Turn your passion into a profession
Looking to make a meaningful difference in peoples lives while building a rewarding career?
Our Trainee Consultant Academy gives you the chance to learn directly from some of the industrys best consultants while getting paidand earn your Level 4 Diploma in Regulated Financial Planning along the way.
This isnt just a training programme its a career launchpad.
Why join our academy?
We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.
* 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 Leicester with in-person coaching and collaboration
* Are you academy material?
Were looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.
Youll need
* 23 years experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
* pass our full pre-employment background checks (including DBS)
* full UK driving licence (manual preferred)
* 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
* demonstrate professionalism, strong ethics, and the positive attitude
Your 12-month journey
Stage 1: Technical (Months 16)
* 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 712)
* 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 & tax
* receive real-time consultancy support as you begin building your own client relationships
Your benefits package
We support you not just in your career but in life, too.
* Group pension scheme
* ? Life assurance cover
* Income protection
* Health cash plan
? Ready to shape your future?
This is more than a job its an opportunity to become part of an elite community shaping the future of wealth management.
Apply now to join our next intake. Lets build something brilliant together.
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