LIFT-Academy

LIFT-Academy


Give your career a LIFT.....

At LIFT-Financial we invest in young talent.

Maybe you're a recent school leaver looking for a career path, or perhaps you've just graduated with a financial related degree. Whichever it is, joining LIFT could put you on the right track. 

What is the LIFT-Academy? 

The 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. The LIFT-Academy programme is bespoke and you'll receive the very best training, as well as the support of a mentor and a personal development plan to progess 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. 

Our first graduate trainees are now fully qualified and advising clients from our London and Altrincham offices, and we have eleven people at various stages of their training.

Click on the image for the LIFT-Academy in a nutshell...

Interested? Explore the Academy pages to learn more.

Who are LIFT?

We are a firm of Chartered Financial Planners working with private clients and companies across the UK. We're not a 'typical' financial advice firm and we like to think we're progressive in our approach. We have a young team who are highly qualified and we also have more female advisers than the average firm. You can find out more information about us here.  

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My Experience

Ed, Client Support Administrator

Ed, Client Support Administrator

As a young graduate with a First in Economics from Loughborough University, I was looking for a structured and progressive graduate scheme in finance. The LIFT training programme appealed to me as it offered the chance to study for professional exams and become a Chartered Financial Planner within an innovative and vibrant organisation. LIFT offers exceptional service to its clients and I would recommend all aspiring graduates to consider applying.

Ryan Etchells, Client Support Administrator

Ryan Etchells, Client Support Administrator

LIFT-Financial have been instrumental in helping me to progress from higher education into a solid career. I've had invaluable, on-the-job experience and study support towards the CII Regulated Diploma in Financial Planning. I've moved around the business from team to team whilst completing exams. Not only would I highly recommend LIFT as an excellent place to work, I would also encourage others to consider an apprenticeship. My ambition is to ultimately become a Chartered Financial Planner.

Craig, Mortgage Case Handler

Craig, Mortgage Case Handler

'I joined LIFT as an apprentice in 2014. After completing my exams and gaining an NVQ in Business Administration, I am now a case handler on the Mortgages team, working towards eventually becoming a broker. LIFT have been flexible and supportive in helping me to achieve my goals.'

Dan, Chartered Financial Planner

Dan, Chartered Financial Planner

Working at LIFT can be challenging; the pace is fast and the learning curve steep. However, it is an extremely rewarding company to work for and their professionalism and innovation sets them apart from the wider industry; always looking to improve the service that can be delivered to clients. LIFT will support you along the journey and provide the very best opportunity to make a successful career. It is then really up to you what you make of it.

Daniel Bescoby, Client Support Administrator

Daniel Bescoby, Client Support Administrator

LIFT has enabled me to develop further into the highly skilled and professional mindset needed for the industry. Since joining, I've experienced a wide range of roles for different advisers which I believe has helped make me more well-rounded. Having a set pathway for reaching adviser level is something that gives inspiration as well as clarity.

Rachel, Client Service Team

Rachel, Client Service Team

At LIFT I get support to reach my career goals. The company is modern and progressive, the staff are friendly, the work is interesting and I always feel motivated.

Daniel, Chartered Financial Planner

Daniel, Chartered Financial Planner

At LIFT, there is no ceiling, they offer support and rewards for passing exams and a clear career path to help you achieve your personal goals.

Dan, Chartered Financial Planner

Dan, Chartered Financial Planner

“My first involvement with LIFT was in 2009, having just graduated. I initially worked on a part-time basis, never really intending to pursue a career in financial services. However, after becoming more involved with the company, and recognising the career opportunity that was available to me, I moved onto the Academy programme and I haven’t looked back. I am now a qualified Chartered Financial Planner and a Fellow of the Personal Finance Society, and in the early stages of building my own client bank.

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