Choosing your path
Becoming a financial adviser is a bold and rewarding move. Whether you’re ready to apply or still weighing up your options, we’re here to help.
What to expect from the application process
We’ll explore your motivations, strengths, areas for development and transferable skills. Afterwards, you’ll complete a personality profiler to help us understand how best to support your growth.
You’ll discuss the results of your profiler with your Partnership Selection Manager, who will guide you through your personal development plan.
You’ll present your business plan, discuss how to bring it to life, and receive clear feedback to help strengthen it.
You’ll be asked to deliver a short presentation and answer a set of final questions. From there, we’ll decide whether to offer you a place on the programme.
If you're confident this is the right step, start your application now. We’ll guide you through every stage.
It’s a big decision, and timing matters. If you’re not quite ready, we can share more about the opportunity, answer key questions, and give you time to think it over.
FAQs
For quick answers to common questions, visit our FAQs page.
Contact us
Still have questions?
Call us on 020 8042 0042 or email [email protected] and one of our team will be happy to help.