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Trainee Financial Adviser
Apply locations Leicester time type Full time posted on Posted 22 Days Ago time left to apply End Date: September 15, 2025 (30+ days left to apply) job requisition id R1855
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 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 earn your Level 4 Diploma in Regulated Financial Planning along the way.
This isn’t just a training programme – it’s 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?
We’re looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.
You’ll need
* 2–3 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 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 & 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 – 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.
Introduce Yourself
Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match.
Our selection process
We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.
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