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.
Our support doesn’t stop once you’re qualified, you're able to choose whether you want to:
Whichever route you decided is best for you, we’ll provide all the support and guidance you need.
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:
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.