Trainee Financial Advisor (No Experience Necessary) – UNI4/KB/275

Full Time
Durham, Edinburgh, Gateshead, Hebburn, Jarrow, London, Manchester, Nationwide, Newcastle, North Shields, Northumberland, Solihull, South Shields, Stockton on Tees, Sunderland
Posted 3 months ago

The Organisation:

Our Client is a wealth management business that puts long-term relationships and trusted face-to-face financial advice at the centre of everything they do.

They’re a FTSE 100 company with £100.6 billion of client funds under management providing a range of wealth management solutions from investments to pensions.

At the heart of the business is the Company’s Partnership; the exclusive advisory arm.  The Partnership consists of c.3,800 advisers and advisory businesses; the majority are sole traders with a growing trend in recent years for multi-adviser businesses to join the company.

The Role: 

Through the Academy, Our Client offers a two-year career-change programme, where they provide full training and support for men and women who want to re-train to become a financial planner.  No previous financial services sector experience is required.  You have the option to create your own successful wealth management business or work for an established Practice within the company as a Professional Adviser where you can develop your career.

The Academy training and development syllabus is a rigorous coaching and assessment programme that will equip you to provide a first class, professional and expert wealth management service to your clients. It enables you to specialise in delivering face-to-face financial advice to people who have or are in the process of accumulating capital.

For many people the opportunity to take control of their financial future is a key aspiration. Building your own business and experiencing the rewards this can bring can be the first step on your journey toward taking charge of your working life and creating financial independence for you and your dependents.

As well as addressing simple and straightforward issues such as insurance, you will help to resolve more complex problems for clients, whether it be Inheritance Tax, retirement planning or investing for growth or income.

In general, the companies Partners and Advisers provide reliable and expert advice for individuals and businesses on many aspects of wealth management, helping individuals of widely differing financial resources or life stages. They can also assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key director for example.

Office locations: – Across the whole of the UK in various locations.

Academy locations: – Edinburgh, Manchester, Solihull, London (you will need to travel to these locations when you are training in the first 6 months). You will be paid each month to support you in your training.

Full info to be provided upon successful application.

To Apply:

Early application is encouraged

Please note – We have not set a deadline for applications as there are various intakes running throughout the year at the different Academies at different times – early application is encouraged as there are a limited number of spaces.

Please submit a comprehensive CV and Covering Letter within one document, ensuring to include the reference number UNI4/KB/275 via the ‘Apply Now’ section below.

Please ensure you give a detailed account of your skills and experience and how you meet the stated criteria of the position.

If you have any questions, please direct them to

Please note; this position is open to Home and EU Graduates only. This role is not eligible for Tier 2 sponsorship in accordance with the Home Office Points Based Immigration System.  Should you therefore require further information, please visit the Home Office website

 If you feel that you would benefit from help and guidance from the University’s Career and Employability Service, please contact the CES Enquiries line on 0191 515 2920 or

The Careers and Employability Service can assist with strengthening your future applications, through providing:

  • CV advice and guidance
  • Assistance with writing Covering Letters
  • Interview practice and techniques

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Job Features

Job CategoryPermanent, Trainee
Job ReferenceUNI4/KB/275
Salary£70,000 + expected once training is complete
HoursFull time

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