Start your journey as a Trainee Financial Adviser in Newcastle through a comprehensive development programme designed to guide career changers into the financial advice sector. You'll receive structured training and full support to achieve the Level 4 Diploma in Regulated Financial Planning, a key qualification for professional practice.
What You'll Do
This role provides a clear pathway from training to becoming a self-employed financial adviser. Over time, you'll build the skills and confidence to meet clients, assess their financial needs, and help them plan for the future. With ongoing mentoring and practical tools, you'll be equipped to grow a sustainable, client-focused business.
What We Look For
- Eligibility to work in the UK for at least five years, including valid visa status if applicable
- A clear career history spanning five or more years
- Good standing in credit checks, as required by financial regulation
- Full UK driving licence and ability to travel locally for client appointments
What We Offer
- Fully funded training towards the Level 4 Diploma
- Exam preparation and academic support
- Three-month immersive skills development for qualified candidates
- Business-building tools, continuous mentoring, and operational guidance
- The chance to establish a personally rewarding career with long-term financial security
Environment and Growth
You'll join a driven, supportive community focused on personal development and meaningful client relationships. This role is ideal for those seeking purpose, flexibility, and the opportunity to build both professional expertise and a business with lasting value.
