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Eight Financial Advice logo

Trainee Financial Adviser

Posted 2 months ago

OfficeWhiteley, England, United KingdomEN

Start Your Career in Financial Advice with Eight Financial Advice

Are you ambitious, motivated, and ready to build a rewarding long-term career? Eight Financial Advice is opening applications for the next intake of our highly successful in-house Academy and we’re looking for individuals who are eager to develop into professional Financial Advisers.

Our Academy is designed to give you everything you need to succeed. Over a structured 12-month programme, you’ll gain industry-recognised qualifications, hands-on experience, and the confidence to step into an adviser role. You won’t just learn theory, you’ll work alongside experienced advisers, trainers, and industry leaders from day one, gaining real insight into the profession.

Why Join Eight Financial Advice?

Since launching in 2021, our Academy has become a cornerstone of our business and a source of genuine pride. In just five years, we’ve successfully developed 21 Financial Advisers, with 17 still building successful careers with us today. We invest heavily in our people because we believe great advisers are built through support, training, and opportunity.

When you join our Academy, you’ll benefit from:

  • A proven training programme with a strong track record of developing high-performing Financial Advisers
  • A clear, structured learning journey that continues beyond qualification
  • Ongoing mentoring and support from award-winning advisers and highly rated VouchedFor professionals
  • A starting salary of £30,000 during your training period
  • Excellent long-term earning potential and career progression once qualified

This is more than just a training programme, it’s a genuine career opportunity within a growing, multi-award-winning financial advice firm that is passionate about helping both clients and employees achieve their goals.

If you’re driven, people-focused, and ready to take the first step into a professional, high-reward career, we’d love to hear from you.

Requirements

  • Complete R01 & R05 before academy start
  • A strong interest in building a career in financial advice
  • Excellent communication and interpersonal skills
  • Strong organisational skills and attention to detail
  • Self-motivated with a proactive attitude
  • Professional, ethical, and client-focused mindset
  • Ability to work independently and as part of a team

Benefits

  • Fantastic support and mentorship from industry leading advisers to begin your new career
  • 28 days' holiday + bank holidays + your birthday off
  • Private medical insurance & life assurance (4x salary)
  • Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
  • Free mortgage and pension advice from our in-house experts
  • Volunteering time: 8 paid hours annually via The Eight Foundation
  • Regular socials & epic events
Job details
Workplace
Office
Location
Whiteley, England, United Kingdom
Experience
EN
Eight Financial Advice logo
Eight Financial Advice
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Eight Financial Advice – Approachable financial, tax, and mortgage planning across the UK. Personalised advice to support every stage of life.

Employees
150
Industry
Financial Services
Headquarters
Whiteley, England
Founded
2008
Specialties
Retirement Planning, Investment Planning, Tax Planning , Long Term Care, Mortgages & Protection, and Corporate Financial Planning

Key team members

Alan Wall

Alan Wall

Stuart Lawson

Stuart Lawson

Andrew Swann

Andrew Swann

Avril McMahon

Avril McMahon

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