When it comes to learning the ropes of financial advice, having a partner you can rely on is crucial. Although it can be an extremely rewarding career, there’s a lot of learning involved before you can call yourself fully qualified. Like other professions – such as accountancy or even personal training – there are specific accreditations and diplomas you’ll need to gain. And in your journey to achieving these, the right mentorship can spell the difference between feeling supported and feeling lost.
Even after you’re up and running as a financial adviser, chances are you’ll need a helping hand – at least initially. So why should you choose The M&G Wealth Advice Academy? Here are some of our top reasons.
While other adviser academies and businesses might insist you commit full-time to your learning and development, we don’t. We’ll give you the leeway to approach things on your own terms, allowing you to study on a part-time basis in a way that suits you.
For example, this might mean you can continue to work your current job, ensuring you don’t have to sacrifice any income. This can be a worry for many – balancing the initial hurdles of a new career path while still paying the bills. Everyone’s got commitments, and we believe in helping you feel secure on your journey with us.
Another common concern for those considering a career in financial advice is – once I’m up and running, where will my clients come from? This is understandable, especially when your income ultimately relies on this. Forging relationships with people and attracting potential clients can take time, especially when you’re starting out from scratch.
That’s why in your first two years as a fully qualified financial adviser, we’ll provide you with leads – people who have responded to marketing campaigns and have asked for your help.
Having these leads to hand is half the battle; it’ll then be over to you to sell your services and illustrate the value you can offer. Nonetheless, having potential clients available while you’re finding your feet can provide peace of mind.
In the world of finance, there always seems to be something new to learn. Things change, regulation evolves, and technology is constantly advancing. That’s why we’re committed to ensuring you receive ongoing support even after you’re fully qualified.
We regularly provide drop-in sessions, peer groups and training courses where you can continue to hone your development, or even ask
what you might feel is a stupid question (there’s no such thing). These are safe environments where you can fine tune your skills. Even more experienced financial advisers find benefit from them.
Although your qualifications will provide all the technical expertise you need, sometimes it’s only after speaking to real life clients and being presented with complex financial scenarios, will you realise there’s areas you could do with more help on. And we’re here to ensure you’re supported.
For many, a big draw of becoming a financial adviser is the prospect of working on your own terms. Problem is, some adviser academies and businesses may restrict you to some degree. For example, that could mean you need to hit specific targets or work a particular schedule. We believe in enabling you to have full control over your career.
After all, no one likes feeling like they’re being watched over their shoulder. That means you’ll set your own goals, growth ambitions, and working patterns. Of course, we’ll provide you with the infrastructure you need to confidently operate, but how you do things on a day-to-day basis is very much up to you.
If the opportunity arises, you might even have the option of joining one of our partner firms. These are established financial advice businesses already part of our family. So if you feel the fit is right, and there’s space to have you on onboard, it might be a good move.
Last but not least, the M&G Wealth Advice Academy is backed by the strength and size of M&G plc. We have a long and rich history of supporting people with their money. And we’re passionate about the life changing effects financial advice can offer.
By getting on board with us, you can feel confident that you’re part of an established and financially strong business. One that will put your needs, and those of the people we’re aiming to help, at the forefront of everything we do.
Find out more about the M&G Wealth Advice Academy, and take your first steps to a new and brighter career by clicking here.
Find out more about the opportunities with M&G Wealth Advice Academy, check out their Featured Company Profile page.
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Read another two helpful articles from M&G to help further understand the role of a Financial Adviser and their top tips on changing careers: