At a Glance
- Tasks: Prospect clients, develop relationships, and support the financial advice process under supervision.
- Company: Amicus is focused on developing future Wealth Advisers through their structured Adviser Academy Programme.
- Benefits: Professional qualifications funded, mentoring from experienced advisers, and performance-related bonuses.
- Other info: The role is suited for competitive individuals who thrive in fast-paced environments.
- Why this job: Join a high-performance team and gain hands-on experience in Wealth Management.
- Qualifications: Strong A-Levels or degree, with evidence of achievement in various fields.
The predicted salary is between 25000 - 32000 £ per year.
Build a career in Wealth Management. Amicus is hiring ambitious graduates to join our Adviser Academy Programme, a structured pathway designed to develop future Wealth Advisers. You’ll gain hands‑on commercial experience, complete industry qualifications, and learn how to build long‑term client relationships in a high‑performance advice environment. This role is suited to people who enjoy targets, learning quickly, and being coached, while holding themselves to high professional standards.
What you’ll learn to do:
- Prospect and build relationships, speak with prospective clients (outbound calls and other approved channels) to introduce our services and book meetings.
- Develop client and commercial skills, learn how to qualify leads, handle objections, and build long‑term pipelines.
- Support the advice process, observe and learn financial planning fundamentals, including fact finding and client documentation (under supervision).
- Build technical knowledge, progress through FCA‑recognised qualifications with structured study support.
- Work in a high‑performance team, contribute to team goals, take feedback well, and improve continuously.
The programme is suited to people who are:
- Competitive and motivated by achievement (and rewarded for performance).
- Resilient and able to handle rejection constructively.
- Confident communicating with new people and building rapport quickly.
- Hard‑working and disciplined in a fast‑paced environment.
- Coachable, you actively seek feedback and apply it.
- Career‑driven and ready to take ownership of your progression.
- Professional and ethical, you do the right thing, even when it’s harder.
About You:
What you can expect:
- A structured development programme with clear milestones.
- Mentoring, training and coaching from experienced Advisers and leaders.
- Professional qualifications funded (subject to programme requirements).
- A transparent progression pathway for strong performers.
- Performance‑related bonus opportunities.
- Exposure to a high‑quality client proposition and a growing business.
Entry Requirements:
- Strong A‑Levels or a degree (any discipline considered).
- Evidence of achievement (work, sport, leadership, entrepreneurial activity, etc.).
- Interest in wealth management and financial advice (experience not essential).
Trainee Financial Advisor Programme employer: Seven Investment Management LLP
Amicus offers a structured development programme in Wealth Management located in a dynamic environment. Employees benefit from mentoring and training by experienced advisers, alongside performance-related bonuses. The company values professional standards and ethical practices.
Contact Details:
Seven Investment Management LLP Recruitment Team
