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- Tasks: Join us as a Trainee Financial Planner, providing remote financial advice and support to clients.
- Company: Quilter plc is a leading wealth management business dedicated to brighter financial futures for all generations.
- Benefits: Enjoy 26 days holiday, a pension scheme, private medical insurance, and an incentive scheme.
- Why this job: Be part of a transforming company that values innovation, inclusivity, and making a real impact.
- Qualifications: You need 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 24000 - 36000 £ per year.
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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.
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Trainee Financial planner employer: Quilter
Contact Detail:
Quilter 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 on platforms like LinkedIn. Engaging in conversations can provide you with insider knowledge about the company culture and expectations, which can be invaluable during the interview process.
✨Tip Number 3
Stay updated on the latest trends in financial services and wealth management. Being able to discuss current events or innovations in the industry during your interview will showcase your passion and commitment to the field.
✨Tip Number 4
Prepare for role-specific scenarios that may come up in interviews. Think about how you would handle client interactions, annual reviews, and complex financial needs, as these are key aspects of 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 requirements of the Trainee Financial Planner position. Familiarise yourself with Quilter's services and values to tailor your application accordingly.
Highlight Relevant Qualifications: Emphasise your Level 4 diploma in Financial Advice and any relevant experience in the financial services sector. Clearly outline how your background aligns with the role's expectations and the skills required.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for financial planning and your understanding of Quilter's mission. Use specific examples to demonstrate your communication skills and adaptability.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Quilter
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial services industry. Understand key concepts, products, and regulations that are relevant to the role of a Trainee Financial Planner. This will help you answer questions confidently and demonstrate your commitment to the field.
✨Showcase Your Communication Skills
As a Trainee Financial Planner, clear communication is crucial. Prepare to discuss how you would explain complex financial concepts to clients in an understandable way. Practise articulating your thoughts clearly and concisely, as this will be key during your interview.
✨Demonstrate Adaptability
Quilter values adaptability, so be ready to share examples of how you've successfully navigated change or challenges in previous roles. Highlight your ability to work under pressure and maintain professionalism, as these traits are essential for the position.
✨Align with Quilter's Values
Familiarise yourself with Quilter's core values: integrity, curiosity, ambition, and teamwork. Be prepared to discuss how your personal values align with theirs and provide examples of how you've embodied these principles in your past experiences.
