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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