Money Marketing has launched a new digital community, Future Financial Adviser, in collaboration with M&G Wealth Advice, St. James’s Place, Quilter and other supporting partners.

• Future Financial Adviser provides an engagement platform to attract, engage and inform 17–25-year-olds on career pathways into financial advice and to help those already in the profession to progress.
• Built around community Future Financial Adviser enables young people to discover more about our profession and match their talents with those businesses that can help them get started and progress their careers.
• Based upon the principle of collaboration, Future Financial Adviser asserts the benefits of the profession, raising its profile and helping to solve a common problem – the capacity crunch – providing a legacy value for the entire profession and wider industry.
• With an estimated shortage of 50,000 advisers¹ over the next decade and an increase in demand for the service there has never been a better time to get into financial advice.

Welcome to Future Financial Adviser

Start learning, start earning, start a career.

Finding a rewarding career is one of the most important things a young person will ever do.  Luckily, we’re here to help.

Future Financial Adviser represents three of the largest UK financial advice firms - M&G Wealth Advice, St. James’s Place and Quilter – who have collaborated to create a community where young people can access award-winning resources ², peer-to-peer connections and career opportunities within the financial advice profession.  

Together we are passionate about our profession and wish to nurture the next generation of financial advisers.  We have also partnered with carefully selected training partners who are specialists in providing step by step assistance for a young adviser’s qualification journey.

Built around community, Future Financial Adviser, provides young people with career advice, peer-to-peer connections, mentors, events and introductions to the established pathways and Adviser Academies and Schools offered by the businesses most able to help them. 

Future Financial Adviser is also able to support those young people making their first steps in the profession with information and advice from selected training partners and professional bodies who provide the exams and qualifications required to become a financial adviser.  Future Financial Adviser also provides job opportunities from our Partners or their network member or affiliate firms.

Future Financial Adviser and our Partners will be engaging in an out-reach programme to the career advisers, societies, platforms and fairs across the UK, as well as with the higher learning facilities and established profession.  Please help us spread the word.

To view our community please visit: https://www.futurefinancialadviser.co.uk

Piers Johnson, Managing Director, Metropolis Financial Platforms Ltd commented:

“Future Financial Adviser is a tremendously exciting project to put financial advice on the map with young people and transform a profession. Two years in the making the collaborative nature of our community is unprecedented and I salute our founding partners, M&G Wealth Advice, St. James’s Place and Quilter for their vision and commitment.”

Tom Hegarty, Managing Director of M&G Wealth Advice commented:

“We’re delighted to be part of the Future Financial Adviser programme, helping to inspire the next generation to pursue a career in financial advice and, crucially, supporting them to achieve it. This is fundamental to the profession’s continued growth and evolution and, with the increasing demand for advice services, there is great opportunity for all those entering it to build a rewarding-career centered around helping people to achieve their long-term financial goals.”

Andy Payne, Head of St. James’s Place Financial Adviser Academy commented:

“Future Financial Adviser places emphasis on educating young people on the value of financial advice. We believe that we need around 50,000 new financial advisers to service the growing demand for advice in the UK. The work of FFA is therefore paramount to inspiring and training the next generation, and we’re delighted to be part of it. Our aspiration at St. James’s Place is to build and deliver an ‘Academy for All’, a market-leading programme which welcomes and develops new talent from every sector of society.”

Chris Jones, Financial Adviser School (FAS) Academy Director commented:

 “We are thrilled to join this important new project as boosting the number of young people in financial advice is something the Quilter Financial Adviser School is committed to bolstering. Through Future Financial Adviser, we aim to highlight the rewarding career path that financial advice offers and inspire the next generation of professionals.”

-ENDS-

NOTES TO EDITORS

^[1] Estimate provided by St. James’s Place

^[2] Winner Best Adviser Academy, Money Marketing Awards 2023: St. James’s Place Financial Adviser Academy

Press office contacts:  Piers.Johnson@emap.com

About Money Marketing

Money Marketing is a B2B publishing brand and is part of emap which is owned by Metropolis Group Ltd. Launched in 1985 Money Marketing has consistently helped financial advisers manage regulatory change, solve complex business issues and build better outcomes for clients.  Dedicated to fighting the adviser’s corner we provide news, analysis and commentary around the financial planning process and the business of advice sharing best practice and thought leadership along the way.

About M&G Wealth

M&G Wealth is an advice, platform, technical support and investment solutions provider which aims to make wealth work differently for people. We’re working towards strengthening what we have. And, building something we believe is new and unique; a multi-channel offering that is advice-driven, tech-enabled and sustainability-led; a long-term savings and investment powerhouse with the reach and resources to help people manage and grow their savings responsibly.

About St. James’s Place Financial Adviser Academy

The Academy is an award-winning programme that offers a blended learning approach, helping people to gain the qualification, knowledge, and skills they need to become successful financial advisers.

Today, the programme benefits from over a decade of experience training more than 1,100 individuals. It has consistently delivered outstanding results for participants, the Partnership and our valued clients.

About Quilter

Quilter plc is a leading wealth management business, helping to create prosperity for the generations of today and tomorrow. Quilter plc oversees £101.4 billion in customer investments (as at 30^th September 2023). 

It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. The business is comprised of two branded segments: Quilter and Quilter Cheviot.

Quilter encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the multi-asset investment solutions business. Quilter Cheviot includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.

Our Founding Partners

 Our Training Partners