Quilter Full-Time Financial Adviser Programme
Quilter Full-Time Financial Adviser Programme

Quilter Full-Time Financial Adviser Programme

Newcastle upon Tyne Full-Time 28800 - 43200 £ / year (est.) No home office possible
Q

At a Glance

  • Tasks: Become a financial planner, helping clients achieve their financial goals and build lasting relationships.
  • Company: Join Quilter, a leading financial services provider dedicated to your growth and success.
  • Benefits: Enjoy flexibility, excellent financial rewards, and fully paid training for your Level 4 CII Qualification.
  • Why this job: Make a meaningful impact while enjoying a rewarding career with great progression opportunities.
  • Qualifications: Hardworking, detail-oriented, with strong maths skills and a passion for helping others.
  • Other info: Apply now for a chance to join our informative webinar and learn more!

The predicted salary is between 28800 - 43200 £ per year.

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something meaningful and rewarding. Quilter Academy is currently recruiting for its full-time programme. All successful candidates will receive the opportunity to; Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification – Diploma in Regulated Financial Advice Join Quilter Financial Advisers in a self-employed adviser role once qualified. If you currently work in financial services, you’ll already be aware of the high demand for financial planners, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector. If you can answer YES to these questions, we’d love to speak to you: I’m looking to start my own business as a financial planner I’m looking to switch industries, or I am returning to work I’m hard working and driven, with an excellent work ethic I have good attention to detail, strong maths skills, and can learn to analyse financial information I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations I’m experienced in MS Office and have worked with data management systems I’m ethically minded and want to do the best by customers I have great communication skills and enjoy building lasting relationships What’s it like working as a financial planner? We’d love to have a chat with you about the varied and rewarding career of a financial planner. In the meantime, here are a few of the things you may be doing as a financial planner: Generating new client opportunities to grow your business Ensuring clients make wise and profitable decisions to meet their financial goals Preparing sound financial plans to ensure clients meet their targets Advising clients on current financial issues and make recommendations Generating new business and build introducer relationships Customising financial plans according to clients’ changing needs Building strong relationships to retain existing clients Maintaining and updating knowledge of regulations, practices, and financial products Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.

Quilter Full-Time Financial Adviser Programme employer: Quilter Financial Planning

Quilter is an exceptional employer that values flexibility and work/life balance, making it an ideal choice for those seeking a fulfilling career as a financial adviser. With excellent financial benefits and clear pathways for progression, employees are empowered to grow both personally and professionally. The Quilter Academy offers comprehensive support, including fully funded access to expert tutors and resources, ensuring that you are well-equipped to succeed in this rewarding field.
Q

Contact Detail:

Quilter Financial Planning Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Quilter Full-Time Financial Adviser Programme

✨Tip Number 1

Research the financial planning industry thoroughly. Understanding current trends, regulations, and client needs will not only prepare you for the role but also show your genuine interest during discussions with us.

✨Tip Number 2

Network with current financial advisers or join relevant online forums. Engaging with professionals in the field can provide valuable insights and may even lead to referrals or recommendations.

✨Tip Number 3

Prepare to discuss your transferable skills from previous roles. Highlighting how your background can contribute to your success as a financial adviser will make you stand out in our selection process.

✨Tip Number 4

Be ready to demonstrate your communication skills. As a financial adviser, building relationships is key, so practice articulating your thoughts clearly and confidently in conversations with us.

We think you need these skills to ace Quilter Full-Time Financial Adviser Programme

Attention to Detail
Strong Maths Skills
Financial Analysis
Data Management
MS Office Proficiency
Communication Skills
Relationship Building
Ethical Decision Making
Business Development
Client Management
Regulatory Knowledge
Problem-Solving Skills
Adaptability
Self-Motivation

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand what a financial adviser does and the responsibilities involved. This will help you tailor your application to highlight relevant skills and experiences.

Highlight Relevant Skills: In your CV and cover letter, emphasize your attention to detail, strong maths skills, and experience with data management systems. These are crucial for a successful career as a financial adviser.

Show Your Motivation: Clearly express why you want to join the Quilter Academy and pursue a career in financial planning. Mention your desire for flexibility, work/life balance, and the opportunity to make a meaningful impact.

Prepare for the Webinar: Once you apply, you'll receive an invite to a webinar. Prepare questions about the programme and the role of a financial adviser to show your enthusiasm and commitment.

How to prepare for a job interview at Quilter Financial Planning

✨Show Your Passion for Financial Planning

Make sure to express your enthusiasm for becoming a financial adviser. Share any relevant experiences or motivations that led you to pursue this career path, as it demonstrates your commitment and genuine interest in the field.

✨Highlight Your Transferable Skills

If you're coming from a different industry, be prepared to discuss how your previous experience can benefit your role as a financial planner. Focus on skills like communication, attention to detail, and analytical abilities that are crucial in this profession.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ethical decision-making. Think of examples where you've had to analyze information or make recommendations, and be ready to explain your thought process.

✨Demonstrate Your Understanding of Regulations

Familiarize yourself with the key regulations and practices in financial planning. Showing that you have a solid understanding of compliance and ethical standards will reassure the interviewers of your capability to manage clients' finances responsibly.

Quilter Full-Time Financial Adviser Programme
Quilter Financial Planning
Q
  • Quilter Full-Time Financial Adviser Programme

    Newcastle upon Tyne
    Full-Time
    28800 - 43200 £ / year (est.)

    Application deadline: 2026-12-28

  • Q

    Quilter Financial Planning

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