Trainee Financial Adviser

January 2026 Intake now open | Based in Stockport & 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 position is based at our S tockport office. In your first six months with us, you will be attending in-person training sessions at the Leicester office on a bi-weekly basis. During this period, travel and accommodation will be covered. 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 Stockport/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.

Location: Stockport, North West, GB

Posted Date: 8/5/2025