Become a financial adviser with M&G Wealth
Description
A career as a financial adviser can be incredibly rewarding. Building long-term relationships with clients and providing personalised advice throughout different stages of their life, can help them achieve their financial goals and face the future with confidence.
It’s an exciting time to choose financial advice as a career. The world’s evolving, and so are customers’ expectations. They have more freedom than ever when it comes to their money, but only a small percentage are asking for expert support.
There are no barriers to a new career as a financial adviser with The M&G Wealth Advice Academy:
- You don’t require any experience in the Financial Services industry
- You’re fully supported through qualifications
- You can continue to work alongside studying for qualifications
- You have access to clients to help you build a successful business
- When qualified, you can start your own business or join one of our existing firms
Our Academy programme
Our Academy takes you through a structured training and development programme that gives you the relevant knowledge, skills and behaviours you’ll need to become a successful adviser.
There’s four stages to becoming a fully qualified financial adviser with M&G Wealth Advice:
Stage 1: Gain qualification Complete CII Diploma in Regulated Financial Planning 10 - 12 months (part-time study)
Stage 2: Financial Adviser Foundation Programme The skills of a great adviser, coupled with the ‘how to’ on systems and processes 1 - 2 months(full time)
Stage 3: Competent Adviser Status The journey to competency 6-12 months(full time)
Stage 4: Supported journey Building confidence in our new advisers 12+months(full time)
Beyond Stage 4
As an adviser, you’ll continue to benefit from our ongoing support through your Supervision and Development Consultant, attend regular Partnership Development meetings, receive important and relevant communications, as well as having a range of support teams on hand.
You’ll also work on continual professional development, and you can even decide whether you want to progress towards Chartered Financial Planner status.
If you think The Academy and a career in financial advice with M&G Wealth Advice is right for you, contact us and register your interest.
About M&G Wealth
M&G Wealth Advice, is part of M&G plc, one of the of the largest financial advice providers in the UK.
There’s a high demand for financial advice in the UK, but at the moment, there’s only a limited number of financial advisers available. This means, many people who may need it most can struggle to gain access to valuable advice, that could really help them and their families. So, we’re growing our adviser community through the M&G Wealth Advice Academy, in an effort to fill this gap.
Who can join our Academy
We’re looking for strong candidates, with the commitment and drive to build their knowledge and develop skills and behaviours required for the role. There’s no barriers to this new career with our Academy:
- Continue to work while we support you in completing your exams
- No minimum qualification level to join us.
- We provide dedicated support to achieve your exams and qualification
- We train you on the client facing skills (both soft skills & regulatory requirements)
- Client leads and opportunities provided
- When qualified, start your own business or join an existing firm
- Support with succession planning
We opened our Academy doors to our first candidates in late 2021. In that time, we’ve achieved a great deal and we’re not stopping. Our focus continues to be on building a market leading Academy, to provide more advice, to more people.