train as a financial adviser

Your first steps towards a new career!

Why become a financial planner?

Being a financial planner offers you a great career. It provides you with genuine variety, as no two days are the same. You get to meet interesting and dynamic people. The financial rewards are very attractive too. You also have a higher purpose: you really get to help people by transforming their lives and those of their loved ones.

In the UK, there is an advice gap. The demand for advice is outstripping the supply for a number of reasons:

Our Population

Our population in the UK is getting older. It’s important to know that the older we get, the more complicated our finances tend to become, so there is greater need for financial planning and seeking financial advice.

Average age of advisers

With the average age of advisers now being in the late 50s, a good many will retire over the next few years, creating tremendous opportunities for any new advisers.

Speak to us about career opportunities at Kind Wealth!

Intergenerational Wealth

The intergenerational wealth transfer arena is growing as an older population passes away and leaves their wealth to the next generation. Financial advice will make sure that this inheritance works hard for the beneficiaries and their future generations.

Potential earnings as a qualified financial adviser

I want to be a mortgage and protection adviser:
Trainee: £18,000 – £22,000
Experienced: £50,000 – £70,000

I want to be a retail investment adviser:
Trainee: £25,000 – £30,000
Experienced: £50,000 – £100,000

I want to be a full financial adviser:
Trainee: £25,000
Experienced: £70,000 – £100,000

*Average earnings can vary dependent on the individual and employer.

Qualification duration of becoming a financial adviser

I want to be a mortgage and protection adviser:
18 weeks

I want to be a retail investment adviser:
20 months

I want to be a full financial adviser:
2 years

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Ground Floor
3a Swallowfield Courtyard
Wolverhampton Road
Oldbury
B69 2JG

Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

(+44) 121 233 0611
enquiries@kindwealth.com

helping you reach your life goals through proper management.

Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (https://register.fca.org.uk/s) under references 440703 and 440718.

Kind Wealth is registered in England and Wales No 08431437, Registered Address 3B Swallowfield Courtyard, Wolverhampton Road, Oldbury, B69 2JG.