In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and what it takes to build an academy that works at scale without losing quality.

Helen and David bring a long-standing working relationship into the conversation. Having partnered on previous academies, they share how that experience shaped the decision for Openwork to work with Redmill again when launching its new Academy. This episode gives a clear view of how that partnership operates in practice and why trust, transparency, and delivery matter when developing new advisers.

The discussion begins with the wider industry context. An ageing adviser population, ongoing challenges in attracting new talent, and why firm-led recruitment alone is no longer enough to address the advice gap. From there, Helen explains how the Openwork Academy has been structured to provide a clearer, more supported route into the profession.

Listeners are taken step by step through the Academy journey. Starting with RO qualifications and internal licensing, where technical knowledge is built alongside advice skills and communication. This is supported by Redmill through structured learning, blended delivery, and clear visibility on learner progress.

The journey then moves into central employed practice, where individuals begin working with real clients while being supported by experienced advisers, managers, and coaches. This stage also includes Competent Adviser Status sign-off, removing a key barrier many face when entering the profession.

From there, the focus shifts to ongoing development. Advisers continue to build their capability through Openwork’s Business School, with access to continuous professional development, leadership training, and further qualifications. For those looking to build their own businesses, the Route to Principal provides a structured pathway into running a firm, supported by peer-to-peer learning and growth programmes.

The episode also explores the flexibility within the Academy. Individuals can progress at their own pace, with the option to specialise in protection or mortgages, or continue through to full diploma-level advice. A key part of this is the employed route, which remains rare in the market and plays an important role in attracting both younger entrants and second careerists.

Alongside this, Helen shares insight into OWL Financial, where she is Director. This provides a self-employed protection route, with real examples of individuals building advice businesses alongside existing careers before progressing further.

Throughout the episode, David explains how Redmill supports the Academy at every stage. From

Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 www.redmilladvance.com/fpl

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