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two trainee financial advisers smiling at a financial adviser with a tablet computer

Career Development Centre

At our Career Development Centre, you’ll learn fast and discover how to shape an exciting future for yourself and your clients. You don’t need any experience in wealth or financial management, as we’ll provide you with all the training and support you need to become a qualified Wealth Management Adviser and go on and set up your own successful business.

Our innovative development programme offers a broad mix of mentoring, self-study, practical on the job training and individual and group directed learning. At the end of it all, you’ll gain a CII Diploma in Financial Planning and be ready to provide trusted wealth management advice to your clients.

Adviser development programme

We’ve designed our own in-house training programme to develop the skills of new talent from outside our industry. Leading to professional qualifications, it’s run by our experienced management team who will provide you with tailored coaching - you’ll even have some training sessions with our CEO!

If you’ve got plenty of drive and a positive attitude, you’ll learn about our industry and how to build professional client relationships and market yourself to clients. As well as mentoring, coaching and technical training, you’ll benefit from Continuing Professional Development and group and one-to-one coaching sessions. You’ll also gain client-facing experience and go on rotations with our different teams to gain a good understanding of our business.



What our programme involves