Trainee Adviser Programme
Lathe & Co are a leading financial advice firm providing expert financial planning to our clients. We consider ourselves a different breed of financial advisers. From the way we work to the culture of our team, we are proud to be different. Following our continued success, our Trainee Adviser Programme has been designed to transform ambitious individuals into top-tier financial advisers. The programme combines structured training and mentorship with hands-on experience. From day one, you’ll work alongside experienced advisers and gain practical insight.
Benefits of joining our programme
Long-term career development
Our three-stage Trainee Adviser Programme represents Lathe & Co’s commitment to developing the next generation of exceptional financial advisers. This isn’t a quick course; it’s a transformative journey that builds both your technical expertise and commercial skills from the ground up.
Salary and benefits
This is a permanent, employed position with a guaranteed salary throughout the programme with the potential to join our adviser partnership. We also provide private medical insurance, life cover, pension matching, and an unlimited holiday policy. We’re investing in your long-term future with Lathe & Co, not just filling a short-term training role.
Fully funded professional qualifications
We cover the full cost of your CII Diploma in Financial Planning. Your focus should be on learning and development, not worrying about exam fees or study materials. We remove the financial barriers so you can concentrate on becoming an outstanding adviser.
Real client exposure
You’ll work alongside experienced advisers, helping manage client portfolios and gaining practical insight into how financial planning works day to day. This hands-on experience will help you understand how advisers support clients and build long-term relationships.
Mentorship
Our advisers will guide you throughout the learning process, sharing the knowledge and soft skills they’ve developed over years in the industry. Through close mentorship, they’ll help you build the confidence and professionalism needed to work with clients and deliver high-quality financial advice.
High earnings potential
As you progress through the programme and develop your client bank, your earning potential grows significantly. As a qualified adviser at Lathe & Co, you’ll have the opportunity to build a substantial and rewarding career that reflects the service you provide to your clients.
What does the role entail?
Stage 1
- Master the full advice process, including all documentation and compliance requirements that underpin exceptional client service
- Develop core business development skills through prospecting activities and conducting initial client consultations
- Build comprehensive technical knowledge across financial planning disciplines and product solutions
- Collaborate with experienced advisers and paraplanners to produce high-quality suitability reports and recommendations
- Gain practical client-facing experience by shadowing senior advisers through the client engagement process
- Complete three to four exams of your CII Diploma in Financial Planning
Stage 2
- Continue building business development capability while providing support to senior advisers on complex cases
- Refine pipeline management skills, tracking and nurturing prospective client relationships through the advice journey
- Develop advanced client relationship management and communication skills across diverse client scenarios
- Complete your CII Diploma in Financial Planning, achieving full professional qualification status
- Take ownership of introductory consultations and recommendation meetings, delivering advice under supervision working to Competent Adviser Status
- Deepen technical expertise across financial products, tax planning, and holistic wealth management strategies
Stage 3
- Transition to leading the full advice process independently, from initial consultation through to implementation and review
- Build and manage your own client bank, establishing long-term relationships and developing ongoing financial planning services
- Take primary responsibility for generating new business opportunities and converting prospects into clients
- Develop advanced technical proficiency in complex planning areas
- Mentor incoming trainees, sharing knowledge and contributing to the development of future advisers
- Achieve full Competent Adviser Status, demonstrating mastery of technical knowledge, client management and regulatory compliance
Why join Lathe & Co?
Our roles are offered on an employed basis, providing a stable foundation for long-term career development. We invest heavily in our advisers, supporting them to build meaningful client relationships and deliver exceptional financial planning.
What do we look for?
- Previous experience within the Financial Services industry
- Commitment to completing required exams and regulatory training
- Willingness to work in a full-time, office-based role
- Resilience and a strong work ethic
- Ability to build rapport and engage with clients
- Willingness to continuously learn and develop
- Coachability and openness to feedback, with the ability to follow a structured process
- Strong organisational skills with the ability to prioritise and manage multiple tasks
- Essential IT skills, including proficiency in Microsoft Office (Word, Excel, Outlook)
Based in the heart of the City
Alistair Newson
Financial Adviser I DipPFS
“The programme gave me a brilliant foundation to start my career as a financial adviser. It was not just about passing exams, although the support I received for those was excellent. It was about actually learning how to do the job. Having seasoned advisers as mentors made such a difference. Shadowing their client meetings brought all the theory to life and showed me what great advice really looks like in practice. From there, I was working with real clients myself, developing both my technical knowledge and the softer skills you really need in this industry. What I valued most was the help I received in building my own client base from scratch. It is one thing to learn the theory, but putting it into practice with proper guidance made all the difference. If you are serious about becoming a professional financial adviser and want to do it in an environment that will challenge you whilst backing you all the way, I would absolutely recommend this route.”
If this sounds like the right fit for you
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