Job Description

*Trainee Financial Advisor opportunity - National Academy programme with no barrier to location - UK wide*

***AUGUST START***

Have you ever thought about becoming a financial advisor but weren’t sure how to make it a reality? - here is your chance to make it happen.

The financial services sector contributed £278 billion to the UK economy which was 12% of total economic output, including employing 1.1million. Financial Planning and advice play an important role in this sector helping individuals achieve their financial dreams and avoid their financial nightmares.

We are hiring for trainee financial advisors for a new, fully funded training academy that is due to launch early 2024. This is a fantastic opportunity to enter a structured academy programme that will take you through the necessary qualifications and skills training required to become a successful financial advisor. In this academy you will:

1. Gain the necessary professional qualifications required to become a financial advisor
2. Learn the core skills and behaviours relevant to the job role
3. Enjoy the support of a structured learning programme
4. Have access to industry leading learning content and experienced tutors
5. Receive guidance from experienced colleagues throughout your journey
6. Develop the expertise to engage, interact with, and ultimately advise clients
7. Receive all the tools required to excel in your new financial services career
8. Build a successful financial services practice
9. Gain access to lead generation to assist in the early days of your advising career 
10. Reduction in fees and access to business support functions such as marketing 

So, what’s the criteria of entry for the academy programme?

In the main, we are looking for applicants who have a genuine interest in the financial services industry. You should have a strong desire to develop yourself and to help others achieve their financial goals.

While financial support is available for successful candidates, the opportunity is best suited to individuals with an entrepreneurial spirit, looking to grow and run a business as funding support whilst be in place for a period of time only. 

You need to be committed to applying yourself diligently to the structured programme as the study and examinations are rightly challenging - this usually means that you will have to give up some of your own time as well as any time you may be given in the workplace. The ideal delegate to this academy is someone who has enjoyed a successful career and is now seeking a change / second career but we will also consider first-time careerist having recently left college, or university. Regardless of your background there are some key characteristics we look for in applicants. These are…

1. A history of academic achievement
2. Entrepreneurially minded
3. Ability to demonstrate an interest in the financial services industry and in particular advice & planning
4. Commitment, drive and passion
5. An enthusiasm to engage with people and understand them better
6. A natural curiosity
7. Self-motivated
8. An ability to communicate clearly and concisely
9. Excellent time management and organisational skills