I work in financial services

If you’re already working in financial services, for example as a paraplanner, administrator, or office manager, you’re likely to be aware of the fantastic career prospects of becoming a financial adviser.

Many people who train with us come from a financial services background and want to enhance their careers by becoming an adviser. We’ve helped people who:

  • want a structured programme that sets out clear milestones
  • feel they could benefit from extra support to achieve their qualifications
  • would like to increase their confidence around the wider skills required to work as an adviser
  • haven’t passed exams when ‘going it alone’, or haven’t studied for some time and feel uncertain about doing exams or coursework.

Your background knowledge of the financial services profession, combined with the administration and organisational skills which you’ll use in your current job, mean you could be an ideal candidate to study with us.

The application process

Point 1Submit your application form


Point 1Complete our online tests (where applicable)


Point 1Attend our assessment centre (where applicable)