Trainee Financial Adviser

Cloudium Systems; Leicester; On-site; GBP 20,000 - 30,000; Full time

Job summary

Join Cloudium Systems' Trainee Consultant Academy to launch your career in wealth management. Get trained by industry experts, achieve a Level 4 Diploma, and make a meaningful impact in clients' lives, all while being fully supported in your career path. This full-time program based in Leicester is your opportunity to gain practical experience alongside professional qualifications.

Benefits

Group pension scheme

Life assurance cover

Income protection

Health cash plan

Qualifications

• 23 years customer-facing experience preferred.
• Full UK manual driving license required.
• Ability to pass pre-employment background checks.

Responsibilities

• Achieve 4 of 6 R0 exams towards diploma certification.
• Learn the full advice process through consultant shadowing.
• Attend monthly development sessions with expert trainers.

Skills

Customer-facing experience

Rapport building

Literacy

Numeracy

Attention to detail

Interest in finance

Positive attitude

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Kickstart your career in wealth management with our Trainee Consultant Academy

January 2026 Intake now open | Based in Leicester | Full-time, in-person

Turn your passion into a profession

Looking to make a meaningful difference in peoples lives while building a rewarding career?

Our Trainee Consultant Academy gives you the chance to learn directly from some of the industrys best consultants while getting paidand earn your Level 4 Diploma in Regulated Financial Planning along the way.

This isnt just a training programme its a career launchpad.

Why join our academy?

We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.

• Fully funded professional qualifications
• Expert mentorship from leading advisers
• Structured pathway from trainee to fully qualified consultant
• Real client exposure and consultant experience
• Based in Leicester with in-person coaching and collaboration
• Are you academy material?
  
  

Were looking for ambitious, people-focused individuals ready to build a lasting career in financial planning.

Youll need

• 23 years experience in customer-facing roles (e.g., banking, mortgages, sales, customer service)
• pass our full pre-employment background checks (including DBS)
• full UK driving licence (manual preferred)
• natural ability to build rapport and trust
• strong literacy, numeracy, and attention to detail
• genuine interest in finance and a passion for supporting others to achieve their goals
• commitment and discipline to study independently to achieve the Level 4 Diploma
• demonstrate professionalism, strong ethics, and the positive attitude
  
  

Your 12-month journey

Stage 1: Technical (Months 16)

• achieve 4 of your 6 R0 exams, towards the diploma certification
• learn the full advice process through training sessions, consultant shadowing of live client meetings and client support
• attend monthly development sessions with expert trainers
• pass key milestone assessments throughout the stage, including roleplays and end of module assessments
  
  

Stage 2: Application (Months 712)

• complete the final R0 exams to achieve the diploma certification
• shadow experienced advisers in live client meetings, professional contact meetings and networking events
• deepen your knowledge across pensions, protection, investments & tax
• receive real-time consultancy support as you begin building your own client relationships
  
  

Your benefits package

We support you not just in your career but in life, too.

• Group pension scheme
• ? Life assurance cover
• Income protection
• Health cash plan
  
  

? Ready to shape your future?

This is more than a job its an opportunity to become part of an elite community shaping the future of wealth management.

Apply now to join our next intake. Lets build something brilliant together.

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