Skip to main content
two financial advisers at a desk in discussing what is being diaplayed on a computer screen

Want to start shaping your future, our future and the futures of your clients? Then here’s what you can expect during your application journey. You’re only a couple of steps away from becoming a Wealth Management Adviser.

We are now welcoming interest and applications for the next intake of our Career Development Centre.

First stage

  • Application. Click the Apply Now button on this page and complete our online Application Form.
  • Telephone discussion. To learn more about the opportunity and application process.
  • Meeting. At your first interview, we’ll be able to learn more about each other and make sure you and the role are a great match.
  • Psychometric test. You’ll also take a test to provide us with more of an insight into your personality.
trainee financial adviser studying at his desk

Assessment day

If you impress at the first stage, we’ll invite you along to an assessment day at our Career Development Centre. This will involve:

  • Numerical and verbal reasoning tests. To assess your communication and numerical skills.
  • Individual exercise and presentation. The information for the exercise will be provided on the day.
  • Behavioural interview. We’ll ask you to demonstrate that you’ve got the skills we’re looking for by talking about your experiences and examples of when you’ve put them into action.
two trainee financial advisers smiling at a financial adviser with a tablet computer