For Adviser firms
Train with the UK’s leading wealth management company
Find out how the Financial Adviser School can benefit you
Alleviate work from your experienced advisers and grow your business
Working with you to develop the next generation of advisers
All the skills and qualifications needed to become a financial adviser
Achieve success in just 58 weeks
How can the Financial Adviser School help your firm?
We’re ready and waiting to work with you to address some of the common recruitment dilemmas you may face. Click on the questions below to find out how we can help.
Recruitment is a big problem in the industry, due to issues like a shrinking and ageing employment pool, high recruitment fees, and a lack of fresh, adaptable advisers. We offer you access to the next generation of professional and skilled advisers, to help you satisfy increased client demand and grow your business.
The school focuses on providing qualified, high-calibre, enthusiastic new advisers, giving you an opportunity to bring fresh blood into your firm. There’s no worry of these individuals being ‘set in their ways’, so you can shape them to your own processes and ethos.
Demand for your services is on the up, so now’s the time to take advantage of new opportunities. Because of the depth of training the Financial Adviser School gives, students are already well on their way to having the qualifications and skills required for competent adviser status. So you can go out and start winning new business – either by reaching out to new clients, or by freeing up experienced advisers who currently haven’t got the time because they’re focused on servicing existing clients.
Investing in somebody’s development is a powerful way to motivate them and retain them within your firm. Sponsoring an existing member of your staff through the Financial Adviser School means you have already identified them as having the right potential and enthusiasm for your business. So you’ll benefit from your investment immediately – and your clients already know and trust them.
Chances are one day you’ll want to hand over the reins to somebody else to continue your firm’s profits, be it to a family member or an existing employee. Outsourcing the training responsibility to the Financial Adviser School means your successor can gain experience and competence, leaving you free to run your business and plan for the future.
⇒ Read about the sponsorship routes and options for adviser firms.