At a Glance
- Tasks: Support senior advisors and learn to provide tailored financial guidance.
- Company: Join TC Group, a growing team in financial services.
- Benefits: Full study support, competitive salary, and performance incentives.
- Other info: Collaborative environment with clear progression to fully qualified status.
- Why this job: Kickstart your finance career with unlimited potential and real impact.
- Qualifications: Strong interest in finance and UK Level 3 qualifications required.
The predicted salary is between 18500 - 25000 € per year.
Hours - Monday to Friday, 37.5 hours per week, permanent.
Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days).
Start your career in Financial Services. Are you ambitious, people-focused, and ready to build a rewarding career in financial advice? We’re looking for a motivated Apprentice Financial Advisor to join our growing team and take the first step toward becoming a fully qualified professional in the industry. The role is an excellent opportunity to grow your career and progress to taking over the client bank. We’re looking for candidates to start in September 2026.
What You’ll Do & Learn
- Support senior advisors with new business client meetings, research, and financial planning tasks.
- Respond to enquiries, provide client introduction questionnaires and onboarding new clients.
- Learn how to assess client needs and provide tailored independent financial guidance.
- Work towards industry-recognised qualifications (e.g. Certificate in Financial Services Level 3) with full study support.
- Progression to Trainee Independent Financial Adviser following completion of level 3, leading to level 4 UK Qualified Independent Financial Adviser Status (2 / 3 year qualification programme) where you’ll achieve the Diploma for Financial Advisers (DipFA®).
- Build long‑term relationships with clients, helping them plan for a secure financial future.
- Gain hands‑on experience across pensions, investments, protection, and wealth management.
- Understanding financial markets, systems and regulations.
- Practical skills in systems, processes and compliance.
What We’re Looking For
- A strong interest in finance, wealth management, or financial planning.
- Excellent communication and relationship‑building skills.
- Tech savvy and a keen interest in systems.
- High levels of integrity, professionalism, and attention to detail.
- Motivation to study and achieve professional qualifications.
- A proactive and positive approach to learning.
- Self‑motivated, process driven.
- Minimum qualification; UK Level 3 Qualifications (A‑levels or Equivalent Quals).
- Higher UK qualifications (HNC/HND and or Degree) at or above Level 4 preferable.
- UK Driving Licence preferable.
What We Offer
- Full study support towards industry qualifications – e.g. Certificate in Financial Services Level 3 with allocated time to study within a structured training programme.
- Membership to UK Regulated Financial Institute to gain Professional Adviser Status.
- Mentoring from experienced advisors.
- Clear progression route into a fully qualified (Level 4) Diploma for Financial Advisers (DipFA®).
- Apprentice salary (first year) with performance‑related incentives.
- Progression to competitive salary with incentive scheme from year 2.
- Supportive, professional, collaborative working environment.
Why Join Us?
This is a fantastic opportunity to build a long‑term career with unlimited potential. You’ll gain valuable expertise, earn respected qualifications, and make a genuine difference in people’s lives by helping them make smart financial decisions.
About us TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high‑quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses. We always seek the best talent, looking for individuals who are technically brilliant, solution‑focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds. We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.
Apply now.
Hours 37.5 Standard benefits across all offices.
Holiday entitlement, Pension scheme, Group life assurance, Access to our corporate reward scheme, Employee Assistance Programme, Opportunity to develop your skills and progress within the firm, Regular training and development.
Apprentice financial advisor in Newcastle upon Tyne employer: TC Group
TC Group is an excellent employer for aspiring financial advisors, offering a supportive and collaborative work environment in the heart of Newcastle. With full study support towards industry-recognised qualifications and clear progression routes, employees can expect to grow their careers while making a meaningful impact on clients' financial futures. The company values ambition and integrity, fostering a culture where every team member contributes to delivering high-quality service to a diverse client base.
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice financial advisor in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Attend finance-related events, workshops, or even local meetups. The more people you connect with in the industry, the better your chances of landing that apprenticeship.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself. Have a quick summary of who you are and what you're looking for ready to go. Confidence is key!
✨Tip Number 3
Don’t shy away from social media! Use platforms like LinkedIn to showcase your interest in finance and connect with professionals in the field. Engage with their content and make your presence known.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and starting your career in financial services.
We think you need these skills to ace Apprentice financial advisor in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion for Finance:Let us see your enthusiasm for finance and financial planning in your application. Share any relevant experiences or interests that highlight your motivation to learn and grow in this field.
Tailor Your Application:Make sure to customise your application to reflect the skills and qualities we’re looking for. Highlight your communication skills, attention to detail, and any tech-savvy abilities that make you a great fit for our team.
Be Professional Yet Approachable:While we love professionalism, don’t forget to let your personality shine through! We’re looking for someone who can build relationships with clients, so a friendly tone can go a long way in your written application.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at TC Group
✨Know Your Financial Basics
Brush up on fundamental financial concepts and terms. Understanding the basics of wealth management, investments, and financial planning will show your genuine interest in the field and help you engage in meaningful conversations during the interview.
✨Showcase Your People Skills
As an Apprentice Financial Advisor, building relationships is key. Prepare examples of how you've successfully communicated or collaborated with others in the past. This could be from school projects, part-time jobs, or even volunteer work—anything that highlights your ability to connect with people.
✨Demonstrate Your Motivation to Learn
Express your eagerness to study and achieve professional qualifications. Mention any relevant courses or certifications you’re interested in pursuing, like the Certificate in Financial Services Level 3. This shows you're proactive and committed to your career development.
✨Research the Company Culture
Familiarise yourself with TC Group’s values and mission. Understanding their approach to client relationships and team dynamics can help you tailor your responses and demonstrate that you’re a good fit for their collaborative environment.
