Train To Be A Self-Employed Financial Adviser

Overview

The organization is recruiting individuals to join its training programme and begin a journey to becoming a fully qualified financial adviser. This is a supported career transition programme (funding available) that can help candidates work toward becoming a qualified, self-employed financial adviser.

Opportunities may be available nationwide.

Responsibilities

• Participate in a comprehensive, structured training programme and exam support to achieve a Level 4 Diploma in Regulated Financial Planning.
• For candidates who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI): complete an immersive 3-month skills development programme.
• Use tools, mentoring, and business support to prepare for meeting new clients as a financial adviser.
• Build and maintain meaningful client relationships through strong interpersonal skills and a commitment to client service.
• Apply analytical thinking and attention to detail in financial planning responsibilities.

Requirements

• Right to work in the UK and appropriate visas for a minimum of 5 years.
• At least 5 years of career history.
• Satisfactory credit history (required for regulatory purposes).
• Ability to travel for client meetings.
• Full driving license.

Preferred Qualifications

• Individuals with varied career journeys and life experience who bring unique perspectives and insights.
• Positive outlook and ability to network.
• Trustworthy and capable of managing financial responsibilities.
• Motivation and interest in self-employment and shaping a personal career path.

Compensation & Benefits

• Fully supported career transition programme with funding available.
• Training programme and exam support designed to help achieve the Level 4 Diploma in Regulated Financial Planning.
• For those already holding the Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI): an immersive 3-month skills development programme including tools, mentoring, and business support.
• A proposition that can lead to a secure financial future with the potential to build a business with capital value.

Location

Opportunities may be available nationwide (travel to client meetings required).