How a new approach to building the next generation of advisers is helping firms build their futures

As part of Simplybiz’ s ongoing focus on talent, development and the future of the advice profession, the editorial team at The Adviser sat down with Jill Hamilton, Head of Operations, to discuss the thinking behind The Academy and the impact it is already having for member firms.

Launched earlier this year, The Academy has been designed to help firms recruit, develop and retain the next generation of financial services professionals. With structured pathways across roles including financial services administrator, mortgage adviser, paraplanner and financial planner, it offers a clear, supported route into the industry.

At a time when many firms are facing increasing pressure around recruitment, retention and succession planning, The Academy provides a practical, end-to-end solution. But as Jill explains, the thinking behind it is rooted in a much broader industry challenge.

“ We’ re not getting enough new blood into the industry,” Jill explains.“ Our firms need support to future-proof their businesses. We don’ t want them to feel like the only option is to sell. This is about giving them a way to build their own pipeline of talent, and bring good people into the industry, that’ s what we’ re trying to achieve here.”

Designed for the reality of advice

One of the defining features of The Academy is its focus on real-world readiness, not just qualifications. While an apprenticeship forms a core part of the programme, Jill is clear that the real value lies in how learning is applied.

“ Yes, individuals work towards qualifications, but what really sets it apart are the knowledge, skills and behaviours sessions built into the programme,” she says.“ That’ s everything from understanding the role of an adviser, to understanding research tools and technology, the use of AI in an advisory role, and even looking at things like ESG considerations. It’ s about the reality of being an adviser, not just passing exams, but being able to do the job.”

This structured approach ensures learners develop both technical competence and practical confidence, helping them integrate more effectively from day one.

A commitment from both sides

However, success does not come without commitment, from both learner and firm.

8 | The Adviser