Being a financial adviser is all about guiding people towards a secure financial future, and providing peace of mind.

Financial advisers help individuals and businesses to take control of their financial wellbeing. They build long-lasting client relationships, creating bespoke plans to help their clients realise and achieve their aspirations.

business people talking

Is being a financial adviser for you?

  • Do you enjoy building relationships and talking to people?
  • Are you interested in expanding your knowledge about the financial sector?
  • Are you entrepreneurially minded and like to see others succeed?
  • Are you looking for a more rewarding career helping others?
  • Would you like a career based on meritocracy where your efforts are reflected in your rewards?
  • Would you like to be supported as you build your business?
Get in touch

How to become a financial adviser

To start a career in financial advice, you need two key things:

  • The right qualifications
  • The skills to provide insightful, goal-driven client advice

We can help you to achieve both, whether you’re new to financial advice or you’re already Level 4 qualified.

Kam Singh

“I feel that financial advice should be for everybody – and I want to be part of opening up this space. I love coaching people, giving guidance and helping them learn about the opportunities out there for them.”

Kam Kaur Singh,
SJP Partner Business Owner, former career in financial services
The need for financial advice

The demand for trusted financial advice is stronger than ever, particularly in the UK. Rising affluent wealth and a growing number of people looking for face-to-face support, coupled with the average age of existing advisers approaching retirement, means we are faced with an advice gap. We are training people to fill it.

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