At a Glance
- Tasks: Support senior advisors and learn financial planning while building client relationships.
- Company: Join TC Group, a dynamic and ambitious financial services company.
- Benefits: Apprentice salary, full study support, and clear career progression.
- Other info: Enjoy a supportive environment with unlimited potential for growth.
- Why this job: Kickstart your finance career with hands-on experience and respected qualifications.
- Qualifications: No prior experience needed, just a passion for finance and strong communication skills.
The predicted salary is between 18500 - 25000 £ per year.
Location: Gateshead
Employment: Full time, Permanent Position
Salary & Benefits: Apprentice + Study Support + Career Progression
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.
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 onboard 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
- Progress 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
- Understand financial markets, systems and regulations
- Acquire practical skills in systems, processes and compliance
What We’re Looking For:
- You don’t need prior financial services experience – just the right mindset.
- 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 (A-levels or equivalent Quals)
- Higher UK qualifications (HNC/HND or Degree) at or above Level 4 preferred
- UK Driving License preferred
What We Offer:
- Full study support towards industry qualifications (e.g., Certificate in Financial Services Level 3) within a structured training programme
- Membership to a 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 (1st 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. 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.
Apprentice financial advisor in Gateshead employer: TC Professional Services
TC Group is an excellent employer located in the heart of Newcastle, offering a supportive and collaborative work environment that fosters professional growth. With full study support for industry-recognised qualifications and a clear progression route to becoming a fully qualified Independent Financial Adviser, employees can expect to build a rewarding career while making a meaningful impact on clients' financial futures. The company values integrity and professionalism, ensuring that all team members are equipped with the skills and knowledge needed to succeed in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Apprentice financial advisor in Gateshead
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend local events, and connect with professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what they’re looking for in an Apprentice Financial Advisor and think about how your skills and interests align with their mission. This will help you stand out during the interview!
✨Tip Number 3
Practice your communication skills! As a financial advisor, you’ll need to explain complex concepts clearly. Try role-playing with friends or family to get comfortable discussing financial topics and answering questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace Apprentice financial advisor in Gateshead
Some tips for your application 🫡
Show Your Passion for Finance:Let us know why you're excited about starting a career in financial services! Share your interest in finance, wealth management, or financial planning in your application. We love seeing candidates who are genuinely motivated to learn and grow with us.
Tailor Your Application:Make sure to customise your CV and cover letter to highlight the skills and experiences that match what we're looking for. Use keywords from the job description to show us you understand the role and how you fit into our team.
Be Professional Yet Authentic:While we appreciate professionalism, we also want to see your personality shine through. Don’t be afraid to let us know who you are and what makes you unique. A bit of authenticity can go a long way in making your application stand out!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure it reaches us quickly and securely. Plus, you’ll find all the details you need about the role and our company there!
How to prepare for a job interview at TC Professional Services
✨Know Your Financial Basics
Before heading into the interview, brush up on your financial knowledge. Familiarise yourself with key concepts in wealth management, pensions, and investments. This will not only show your interest but also help you engage in meaningful conversations with the interviewers.
✨Showcase Your Communication Skills
As an Apprentice Financial Advisor, strong communication is key. Practice articulating your thoughts clearly and confidently. You might even want to role-play common client scenarios with a friend to get comfortable with explaining financial concepts in simple terms.
✨Demonstrate Your Proactive Attitude
Employers love candidates who take initiative. Prepare examples of times when you've gone above and beyond in previous roles or studies. Highlight your motivation to learn and how you plan to tackle the challenges of the financial services industry.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training programme, mentorship opportunities, or what a typical day looks like for an Apprentice Financial Advisor. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
