What You'll Do
Undertake a structured training pathway to achieve the Level 4 Diploma in Regulated Financial Planning, equipping you with the knowledge to provide sound financial advice. If you already hold the qualification, participate in an intensive 3-month skills development course designed to refine your client engagement and advisory techniques.
Work closely with experienced mentors and benefit from ongoing business support to prepare for client interactions. Develop lasting relationships by understanding client needs and guiding them toward financial goals. Travel to meet clients in person, building trust through consistent, professional service.
Requirements
You must have the legal right to work in the UK for at least five years, along with a full driving license to attend client meetings. A clear credit history is required to meet regulatory standards. You should also be able to demonstrate at least five years of professional experience, regardless of industry.
Preferred Qualifications
We value diverse career paths and life experience. Ideal candidates are personable, detail-oriented, and skilled at building rapport. You should be analytical, trustworthy, and motivated by helping others make informed financial decisions. A strong personal and professional network is an asset. This role suits those drawn to self-employment and shaping a career aligned with personal values and long-term goals.
Benefits
The programme includes full support for career transition, with funding options available for training and exams. You’ll receive tools, mentoring, and resources to establish and grow your own practice. Over time, your business can accrue capital value, supporting long-term financial security. The role offers the freedom of self-employment while being grounded in a framework of integrity, client focus, and purposeful work.
Work Mode
This role is based in Newcastle, requiring local travel for client appointments. The nature of self-employment allows flexibility in managing your schedule while meeting professional obligations.
