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For Companies At a Glance
- Tasks: Provide remote financial advice and support clients in achieving their financial goals.
- Company: Join Quilter plc, a leading wealth management business with £119.4 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a dynamic team transforming financial services and making a real impact on clients' lives.
- Qualifications: Must have a Level 4 diploma in Financial Advice and strong communication skills.
- Other info: This is a permanent, home-based role with opportunities for career progression within 12 months.
The predicted salary is between 20000 - 30000 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it\’s the perfect time to join us!
About the Role
Level: 3
Department: Adviser & Client Support Hub
Location: Homebased, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Our Trainee Financial Planner role is open to individuals qualified to a level 4 standard who wish to take their first career move into holistic financial planning.
The successful applicant within a targeted 12-month period, subject to achieving the agreed KPI and regulatory expectations will progress into a full Financial Planner role.
The role is to provide predominantly remote Financial Advice to existing clients and new clients via media\’s such has Teams, Zoom or the telephone however occasional face to Face maybe required. You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice.
You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.
Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients\’ financial goals.
You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.
Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:
• Grow with our customers
• Enhance Efficiencies
• Embrace Digital
• Be a responsible Wealth Manager
Consumer Duty
This role will directly impact good customer outcomes as direct client contact will be made to deliver an ongoing service. The ongoing service is expected to be of high quality and meet client expectations.
The duties you will perform will contribute to the overall positive outcomes for our customers by ensuring their needs are correctly identified, and advice/recommendations are provided based on their personal circumstances.
About You
The ideal candidate will have strong knowledge of the Financial Services industry as well as a background in the financial services sector.
You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically.
You\’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI\’s as well as the ability to work under pressure and to manage good working relationships.
You must have a Level 4 diploma in Financial Advice which is essential to the role.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we\’re one step ahead of our clients\’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction. #J-18808-Ljbffr
Trainee Financial planner employer: Utah State Extension
Contact Detail:
Utah State Extension Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial planner
✨Tip Number 1
Familiarise yourself with Quilter's values and mission. Understanding their commitment to integrity, curiosity, and collaboration will help you align your responses during interviews and demonstrate that you're a good cultural fit.
✨Tip Number 2
Network with current or former employees of Quilter. Engaging with them on platforms like LinkedIn can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Stay updated on the latest trends in financial services and wealth management. Being knowledgeable about current market conditions and regulatory changes will not only impress during interviews but also prepare you for the role itself.
✨Tip Number 4
Prepare for scenario-based questions that assess your problem-solving skills and client interaction abilities. Practising how you would handle various client situations can showcase your readiness for the Trainee Financial Planner role.
We think you need these skills to ace Trainee Financial planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of the Trainee Financial Planner role. Familiarise yourself with Quilter's services and values to tailor your application accordingly.
Highlight Relevant Qualifications: Emphasise your Level 4 diploma in Financial Advice prominently in your CV and cover letter. Mention any relevant experience or knowledge of the financial services industry that aligns with the job requirements.
Showcase Communication Skills: As the role requires excellent communication skills, provide examples in your application that demonstrate your ability to communicate clearly and effectively, especially in a remote setting.
Align with Company Values: Quilter values integrity, curiosity, and teamwork. Reflect these values in your application by sharing experiences that showcase your commitment to ethical practices, continuous learning, and collaboration.
How to prepare for a job interview at Utah State Extension
✨Understand the Company Values
Before your interview, take some time to familiarise yourself with Quilter's core values. They prioritise integrity, curiosity, and collaboration. Be prepared to discuss how your personal values align with theirs and provide examples from your past experiences.
✨Showcase Your Financial Knowledge
As a Trainee Financial Planner, it's crucial to demonstrate your understanding of the financial services industry. Brush up on key concepts, recent trends, and regulatory changes. Be ready to discuss how you can apply this knowledge to help clients achieve their financial goals.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client interactions. Think about potential challenges you might face in the role and how you would address them. Practising these scenarios can help you articulate your thought process clearly.
✨Emphasise Communication Skills
Effective communication is vital in this role, especially since you'll be providing advice remotely. Highlight your ability to convey complex information clearly and concisely. Consider sharing examples of how you've successfully communicated with clients or colleagues in the past.
