The Academy can support you in becoming a fully qualified financial adviser. And the great thing is, you don’t need any financial experience to succeed. Watch this short video where Tom Hegarty, the M&G Wealth Partnership Director, will tell you a bit more about The Academy.
Academy journey
We’re looking for strong candidates with little or no experience in financial advice to join The Academy.
If you already have your CII Level 4 Diploma in Regulated Financial Planning, you can still join, you’ll just start at Stage 2.
Through our Academy training programme, you can achieve the qualifications and skills you need for a career as a financial adviser, while still working your current job. We want people with the commitment and drive to successfully work through each stage of the programme, build their knowledge and develop the skills and behaviours the role requires.
The Academy takes the trainee through five stages before becoming a fully qualified financial adviser.
Becoming a partner of M&G Wealth Advice
Our support doesn’t stop once you’re qualified, you're able to choose whether you want to:
- start your own business or
- join one of our existing firms
Whichever route you decided is best for you, we’ll provide all the support and guidance you need.
In addition, you’ll continue to benefit from our ongoing support:
As a partner of M&G Wealth Advice, you’ll be able to offer restricted advice from the trusted Prudential and M&G Investment portfolios. You can also provide advice on annuities (whole of market) and protection (near whole of market). You’ll help your clients make the right decisions on how to achieve their financial goals by providing advice on the following areas:
- holistic financial planning
- investment planning
- retirement planning
- estate and trust planning
- intergenerational wealth management
- protection needs
- cash-flow forecasting
- other need areas such as wills and mortgages (where we refer clients for advice through national introducer agreements).
Building a business you can be proud of
We believe all our advisers should be business people, who give financial advice. And we understand starting a new business can be a challenge and that’s why we help you market, run and grow your business.
To create a successful business you’ll need clients. So, in addition to the continual business development support we provide you, we'll also provide you with client leads. Clients are at the core of your business, so the leads we provide you will help you to get your business up and running.
Next steps
Why should I join?
If you don’t already work within financial services, The Academy could be your foot in the door.
Meet the team
Whatever support you need, we have a highly qualified team on hand to help you build a business you can be proud of.
