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- Tasks: Join our Academy to become a professional Financial Adviser with hands-on experience.
- Company: Eight Financial Advice, a multi-award-winning firm passionate about your growth.
- Benefits: Starting salary of £30,000, private medical insurance, and 28 days holiday.
- Why this job: Kickstart your career with proven training and mentorship from industry leaders.
- Qualifications: Strong interest in financial advice and excellent communication skills required.
- Other info: Enjoy regular socials and volunteering opportunities while building your career.
The predicted salary is between 24000 - 36000 £ per year.
Start your career in financial advice with Eight Financial Advice. Eight Financial Advice is opening applications for the next intake of our highly successful in-house Academy and we’re looking for ambitious 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 Vouched For 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.
What We’re Looking For
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
- A minimum of 3 years’ professional experience
What We Offer
- 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)
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
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.
Trainee Financial Advisor employer: Eight Financial Advice
Contact Detail:
Eight Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Network Like a Pro
Get out there and connect with people in the financial advice industry. Attend events, join online forums, and don’t be shy about reaching out to current advisers. Building relationships can open doors and give you insights that applications alone can't.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your communication and organisational skills. Share examples of how you've used these in past roles or projects. We want to see your proactive attitude shine through!
✨Prepare for the Interview
Do your homework on Eight Financial Advice and come prepared with questions. Show us you’re genuinely interested in our Academy and the career path ahead. A well-prepared candidate stands out, so practice common interview questions and think about how your experience aligns with our values.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team and starting your journey in financial advice.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for a career in financial advice shine through. We want to see that you're genuinely excited about the opportunity to learn and grow with us at Eight Financial Advice.
Tailor Your CV: Make sure your CV is tailored to highlight relevant experience and skills that match what we're looking for. Focus on your communication skills, organisational abilities, and any previous roles that showcase your proactive attitude.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for our Academy. Be personal, be engaging, and don’t forget to mention how you align with our values and mission at Eight Financial Advice.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity to kickstart your career with us!
How to prepare for a job interview at Eight Financial Advice
✨Know Your Stuff
Before the interview, make sure you’re familiar with the basics of financial advice and the qualifications required. Brush up on R01 and R05 content, as this will show your commitment and readiness to dive into the role.
✨Show Your Passion
Express your genuine interest in building a career in financial advice. Share any relevant experiences or stories that highlight your enthusiasm for helping clients achieve their goals. This will resonate well with the interviewers.
✨Demonstrate Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your delivery and ensure you come across as professional and approachable.
✨Ask Insightful Questions
Prepare thoughtful questions about the Academy and the support offered. This not only shows your interest but also helps you gauge if the company culture aligns with your values. It’s a great way to demonstrate your proactive attitude!