Established Financial Planners
If you are an experienced Financial Planner and you’re qualified to at least Level 4 with AF3 Pensions or equivalent, we want to hear from you.
We can support you in delivering advice without the heavy administrative burden. Our top-performing financial planners enjoy:
- industry-leading levels of support
- access to our high-net-worth clients
- opportunities to develop your career through our leadership and management programmes
- comprehensive skills and performance improvement training plans, including support in achieving chartered status.
Aspiring Financial Planners
We are always looking for tomorrow’s Financial Planners. Our innovative Financial Adviser School provides training programmes for people looking to start or progress their careers in financial advice, giving them the skills they need for a successful career as an adviser.
Wherever you’re starting from, the Financial Adviser School is a great place to be. It’s why we work with The London Institute of Banking & Finance (LIBF), one of the top providers of professional and academic financial services qualifications.