New to financial advice

Start a career that
protects families.

You do not need experience or qualifications to begin. Our own academy takes you from the first lesson to your first client, with people around you the whole way.

Apply to startSee the path
No experience neededwe teach you from the start
Our own academytraining built by advisers
Your languageis an advantage here
Since 2011directly authorised by the FCA

Is it for me?

If you care about people, you already have the hard part.

Advisers help families protect their income, their home and their children. The knowledge can be taught. Caring about the person in front of you cannot.

  • You like talking to people and explaining things clearly.
  • You are organised and honest, and you finish what you start.
  • You speak a second language? Many families want advice in Polish, Romanian, Hungarian, Ukrainian and other languages.
  • You want your own business, not another job: our advisers are self-employed.

The path

From first lesson to first client.

  1. Tell us about yourself. A short application, then a conversation with no pressure.
  2. Learn in our academy. The products, the rules and how to have a good advice conversation, step by step.
  3. Get set up. A guided start, with the checks and compliance done properly from day one.
  4. Start advising with support. The system guides every case, and the office is one click away with “Ask for help”.
  5. Grow your own practice. Your clients stay yours, and we stay in touch with them alongside you.
A system that guides you
A system that guides youEach case follows clear steps, so you always know what comes next and nothing is forgotten.

Why now

Families need good advice more than ever.

Many people in the UK have no protection in place and nobody to explain it in their own language. Good advisers are needed, and many experienced ones are close to retirement.

We built our own system so that a new adviser can do the job well from the start: documents are read for you, forms are filled for you and compliance is built into every step. It is there to protect you while you learn.

What you get

Everything you need to begin.

  • Our own academy for people new to the profession.
  • FEOS, our own system, which prepares the paperwork so you can focus on the client.
  • Approved marketing materials and your own adviser page with digital business cards.
  • Help with claims, wills and trusts for your clients, from experienced colleagues.
  • Professional indemnity cover included.

Questions

Before you ask.

Do I need experience or qualifications?

No. Our academy is built for people starting out. If you are already an adviser, see Join our adviser network.

Is it a job with a salary?

No. Our advisers are self-employed and build their own practice under our authorisation. We will explain exactly how it works before you decide.

Can I work in my own language?

Yes. Client documents go out in English and in the client's language.

Where do clients come from?

From your own network, your client link, Refer & Earn and your firm's approved marketing. We do not promise lead numbers.

Next step

Find out if this career is for you.

Apply in a few minutes, or send us a message and we will call you back.

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