Trainee Financial Adviser

Reposted 12 Days Ago
Be an Early Applicant
Whiteley, Winchester District, Hampshire, England, GBR
In-Office
30K-30K Annually
Entry level
Fintech • Software • Financial Services
The Role
This role offers training to become a qualified Financial Adviser with hands-on experience and mentoring from professionals in the field.
Summary Generated by Built In

Start Your Career in Financial Advice with Eight Financial Advice

Are you ambitious, motivated, and ready to build a rewarding long-term career? Eight Financial Advice is opening applications for the next intake of our highly successful in-house Academy and we’re looking for individuals who are eager to develop into professional Financial Advisers.

Our Academy is designed to give you everything you need to succeed. Over a structured 12-month programme, you’ll gain industry-recognised qualifications, hands-on experience, and the confidence to step into an adviser role. You won’t just learn theory, you’ll work alongside experienced advisers, trainers, and industry leaders from day one, gaining real insight into the profession.

Why Join Eight Financial Advice?

Since launching in 2021, our Academy has become a cornerstone of our business and a source of genuine pride. In just five years, we’ve successfully developed 21 Financial Advisers, with 17 still building successful careers with us today. We invest heavily in our people because we believe great advisers are built through support, training, and opportunity.

When you join our Academy, you’ll benefit from:

  • A proven training programme with a strong track record of developing high-performing Financial Advisers
  • A clear, structured learning journey that continues beyond qualification
  • Ongoing mentoring and support from award-winning advisers and highly rated VouchedFor professionals
  • A starting salary of £30,000 during your training period
  • Excellent long-term earning potential and career progression once qualified

This is more than just a training programme, it’s a genuine career opportunity within a growing, multi-award-winning financial advice firm that is passionate about helping both clients and employees achieve their goals.

If you’re driven, people-focused, and ready to take the first step into a professional, high-reward career, we’d love to hear from you.


Requirements
  • Complete R01 & R05 before academy start (April/May)
  • A strong interest in building a career in financial advice
  • Excellent communication and interpersonal skills
  • Strong organisational skills and attention to detail
  • Self-motivated with a proactive attitude
  • Professional, ethical, and client-focused mindset
  • Ability to work independently and as part of a team

Benefits
  • Fantastic support and mentorship from industry leading advisers to begin your new career
  • 28 days' holiday + bank holidays + your birthday off
  • Private medical insurance & life assurance (4x salary)
  • Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
  • Free mortgage and pension advice from our in-house experts
  • Volunteering time: 8 paid hours annually via The Eight Foundation
  • Regular socials & epic events

Top Skills

Cii R01
Cii R05
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The Company
HQ: Whiteley
125 Employees
Year Founded: 2008

What We Do

At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind'​ for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.

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