At a Glance
- Tasks: Become a financial adviser, helping clients secure their financial futures.
- Company: Join Quilter, an award-winning FTSE 250 company dedicated to your success.
- Benefits: Enjoy flexible working, full academic support, and the chance to build your own business.
- Why this job: Make a meaningful impact while enjoying autonomy and job satisfaction in a growing sector.
- Qualifications: Ideal for driven individuals with strong maths skills and a passion for building relationships.
- Other info: Apply now to join our webinar and learn more about this exciting opportunity!
The predicted salary is between 28800 - 48000 £ per year.
A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. You can build your own secure financial future knowing you are helping other people plan for theirs.
The Quilter Academy is the perfect place for you to start your career as a financial advisor. Not only will you gain the qualifications you need, we will give you the full support you need to start building your own business.
At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. So, you can enjoy the autonomy of running your own business, with the support of an ambitious award-winning FTSE 250 company behind you.
We work with bright, ambitious individuals from many different backgrounds seeking:
- Full academic support through your Level 4 Diploma in Regulated Financial Advice and skills development programme
- An opportunity to build a self-employed business
- Flexibility around family and a good work/life balance
- Personal satisfaction and the opportunity to do something meaningful and rewarding
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.
We are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career.
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 have great communication skills and enjoy building lasting relationships
Simply apply below and you will be invited to watch our webinar where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - servicing
✨Tip Number 1
Network with current financial advisers and professionals in the industry. Attend local finance-related events or webinars to connect with potential mentors who can provide insights into the role and the application process.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial services. This knowledge will not only help you during interviews but also demonstrate your commitment to the field and your proactive approach to learning.
✨Tip Number 3
Prepare for the interview by practising common questions related to financial advising. Focus on scenarios that showcase your problem-solving skills and ability to build relationships, as these are crucial in this role.
✨Tip Number 4
Showcase your transferable skills if you're switching industries. Highlight experiences that demonstrate your work ethic, attention to detail, and ability to manage finances responsibly, as these qualities are essential for a successful financial adviser.
We think you need these skills to ace Financial Adviser - servicing
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Financial Adviser at Quilter. Familiarise yourself with the skills required and how your background aligns with them.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that match the job description. Emphasise your work ethic, attention to detail, and any experience in financial services or related fields.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for becoming a financial adviser. Discuss why you want to join Quilter specifically and how you can contribute to their team while building your own business.
Prepare for the Webinar: Once you apply, you'll be invited to a webinar. Prepare questions about the programme and the role, and think about how you can demonstrate your enthusiasm and suitability during this session.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for a career in financial advice during the interview. Share personal stories or experiences that highlight why you want to help others with their financial planning.
✨Demonstrate Your Analytical Skills
Prepare to discuss how you approach analysing financial information. You might be asked to solve a hypothetical financial scenario, so brush up on your maths skills and be ready to showcase your attention to detail.
✨Highlight Your Communication Skills
Since building relationships is key in this role, be prepared to provide examples of how you've successfully communicated complex information in the past. This could be through previous work experiences or even personal interactions.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the Quilter Academy programme or the self-employed adviser role. This shows your genuine interest and helps you understand if it's the right fit for you.