Job Advert
Apprentice Financial Advisor – Newcastle (City Centre Office)
Salary – Apprentice + Study Support + Career Progression
Hours - Monday to Friday, 37.5 hours per week, permanent
Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days)
Start your career in Financial Services.
Are you ambitious, people-focused, and ready to build a rewarding career in financial advice? We’re looking for a motivated Apprentice Financial Advisor to join our growing team and take the first step toward becoming a fully qualified professional in the industry. The role is an excellent opportunity to grow your career and progress to taking over the client bank.
We’re looking for candidates to start in September 2026.
What You’ll Do & Learn
As a Apprentice Financial Advisor, with the TCG Financial Planning (Newcastle) Office you will:
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Support senior advisors with new business client meetings, research, and financial planning tasks
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Respond to enquiries, provide client introduction questionnaires and onboarding new clients
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Learn how to assess client needs and provide tailored independent financial guidance
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Work towards industry-recognised qualifications (e.g. Certificate in Financial Services Level 3) with full study support,
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Progression to Trainee Independent Financial Adviser following completion of level 3, leading to level 4 UK Qualified Independent Financial Adviser Status (2 / 3 year qualification programme) where you’ll achieve the Diploma for Financial Advisers (DipFA®)
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Build long-term relationships with clients, helping them plan for a secure financial future
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Gain hands-on experience across pensions, investments, protection, and wealth management
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Understanding financial markets, systems and regulations.
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Practical skills in systems, processes and compliance.
What We’re Looking For
You don’t need prior financial services experience — just the right mindset.
We’d love to hear from you if you have:
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A strong interest in finance, wealth management, or financial planning
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Excellent communication and relationship-building skills
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Tech savvy and a keen interest in systems
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High levels of integrity, professionalism, and attention to detail
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Motivation to study and achieve professional qualifications
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A proactive and positive approach to learning
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Self-motivated, process driven
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Minimum qualification; UK Level 3 Qualifications (A-levels or Equivalent Quals)
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Higher UK qualifications (HNC/HND and or Degree) at or above Level 4 preferrable
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UK Driving License preferrable
What We Offer
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Full study support towards industry qualifications - (e.g. Certificate in Financial Services Level 3) with allocated time to study level 3 qualification within a structured training programme.
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Membership to UK Regulated Financial Institute to gain Professional Adviser Status.
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Mentoring from experienced advisors
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Clear progression route into a fully qualified (Level 4) Diploma for Financial Advisers (DipFA®)
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Apprentice salary (1st year) with performance-related incentives
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Progression to competitive salary with incentive scheme from year 2
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Supportive, professional, collaborative working environment
Why Join Us?
This is a fantastic opportunity to build a long-term career with unlimited potential. You’ll gain valuable expertise, earn respected qualifications, and make a genuine difference in people’s lives by helping them make smart financial decisions.
About us
TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately, we are unable to provide Sponsorship.
