Give your career a LIFT with our structured programme


We invest in talent

At LIFT-Financial Group, we invest in our young talent. Through the LIFT-Academy, we help the school leavers and graduates become Chartered Financial Planners. LIFT'S experience paired with our colleagues' hard work and dedication means they regularly pass their exams and gain valuable work experience at the same time.

What is the LIFT Academy?

LIFT-Academy is a structured training programme created for school leavers and graduates who want to build a career in financial services. Since 2012 we have offered tailor-made routes into the profession for capable candidates. Our Academy programme is bespoke and you'll receive the very best training, as well as coaching by experienced members of the team and a personal development plan to progress your career. 

We tailor your training path depending on your starting point

At degree level, you may already have some of the skills and knowledge required. Whenever you start - after school, college or university -  our aim is that you will go on to achieve Chartered status - the gold standard in our industry! Overall we believe degrees and apprenticeships can be equally valuable and with the right person, both can lead to the same destination. For example, we have someone who joined in a junior office role, moved onto the Academy scheme and in less than three years has achieved Fellowship status. 

If you have ambition and you're willing to study and work hard, you will succeed at LIFT. 

 

What's in it for you?

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Take a look at Daniel Barratt's journey:

This is the timeline of Daniel Barratt, one of our fantastic Chartered Financial Planners.

July 2012 - Jan 2018

July 2012
Oct 2012
2014
2016
2017
2018

I decided to embark on a journey to become a financial planner. To start I funded myself through financial qualifications. I quickly realised that I wanted to join a company that would both support me through exams and provide training. I was lucky enough to find both within LIFT and The Academy. The process is not easy, but if you are committed it can be highly rewarding. LIFT offer top quality advice to clients and really sets the benchmark for where you need to be. I know exactly what I need to do to become a successful adviser within the company. I highly recommend the Academy.

James Potter (BA Hons, DipPFS, DipFA)

Looking to start your career?

If so, please send your CV and a covering letter to recruitment@lift-financial.com.

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