Trainee Consultant presso Cullen Wealth

Kickstart your career in wealth management with our Trainee Consultant Academy. Applications for our January 2026 intake are now open!

Our Trainee Consultant Academy gives you the chance to learn directly from some of the industry’s best consultants while getting paid—and earn your Level 4 Diploma in Regulated Financial Planning along the way.

This position is based at our Stockport office. In your first six months with us, you will be attending in-person training sessions at the Leicester office on a bi-weekly basis. During this period, travel and accommodation will be covered.

This isn’t just a training programme – it’s 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 Stockport/Leicester – with in-person coaching and collaboration

🧩 Are you academy material?

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

You’ll need

• 2–3 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 1–6)

• 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 7–12)

• 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 and income protection

• health cash plan

• flexible benefits tailored to you

• charity and social events

• career development and progression opportunities

⚡ Ready to shape your future?

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

Apply now to join our next intake. Let’s build something brilliant together.