Trainee Financial Adviser - Birmingham
Trainee Financial Adviser - Birmingham

Trainee Financial Adviser - Birmingham

Birmingham Trainee 8000 - 14000 Β£ / month (est.) No home office possible
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At a Glance

  • Tasks: Help others achieve financial goals while building your own career.
  • Company: Join Quilter Academy, a supportive environment for aspiring financial advisers.
  • Benefits: Comprehensive training, exam support, and potential for self-employment.
  • Why this job: Make a meaningful impact and shape your own career path.
  • Qualifications: Strong interpersonal skills and a positive outlook are essential.
  • Other info: Flexible career with opportunities for personal growth and networking.

The predicted salary is between 8000 - 14000 Β£ per month.

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

Are you exploring your next career move and looking for a role where you can make a meaningful impact? Do you:

  • Enjoy helping others?
  • Have a strong network of personal and professional connections?
  • Aspire to build a fulfilling career with flexibility and purpose?

If so, Quilter Academy could be your route to achieving your aspirations. We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.

This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.

What We Offer:

  • A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.
  • For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
  • A proposition that can lead to a secure financial future with the potential to build a business with capital value.

What We’re Looking For:

  • Individuals with varied career journeys, life experience who bring unique perspectives and insights, with a positive outlook and ability to network.
  • Strong interpersonal skills and a commitment to building meaningful client relationships.
  • Analytical thinkers with attention to detail.
  • Trustworthy individuals capable of managing financial responsibilities.
  • Motivated individuals who are interested in self-employment and shaping their own career path.

Essential Requirements:

  • The right to work in the UK and appropriate visas for a minimum of 5 years.
  • At least 5 years of career history.
  • A satisfactory credit history (required for regulatory purposes).
  • Ability to travel for client meetings – Full driving license.

Could this be you? If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step. Apply today and start your journey toward a fulfilling new career as a financial adviser.

Trainee Financial Adviser - Birmingham employer: Quilter Academy

Quilter Academy is an exceptional employer that prioritises your professional growth and personal fulfilment. With a comprehensive training programme, supportive mentoring, and the opportunity to build a self-employed career, you will thrive in a dynamic work culture that values diverse experiences and strong interpersonal connections. Located in Birmingham, you will benefit from a vibrant community and a network of professionals dedicated to making a meaningful impact in the financial sector.
Q

Contact Detail:

Quilter Academy Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Trainee Financial Adviser - Birmingham

✨Tip Number 1

Network like a pro! Reach out to your connections and let them know you're on the hunt for a Trainee Financial Adviser role. You never know who might have a lead or can introduce you to someone in the industry.

✨Tip Number 2

Prepare for interviews by researching common questions and practicing your responses. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.

✨Tip Number 3

Showcase your personality! When you get the chance to meet potential employers, be yourself and let your passion for helping others shine through. They want to see the real you, not just a polished CV.

✨Tip Number 4

Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for the role and the company. Don’t miss out on this opportunity!

We think you need these skills to ace Trainee Financial Adviser - Birmingham

Interpersonal Skills
Networking
Analytical Thinking
Attention to Detail
Trustworthiness
Financial Management
Self-Motivation
Client Relationship Building
Career Development
Adaptability
Communication Skills
Problem-Solving Skills

Some tips for your application 🫑

Show Your Passion: When writing your application, let your enthusiasm for helping others shine through. We want to see that you’re genuinely excited about the opportunity to make a meaningful impact as a financial adviser.

Highlight Your Unique Journey: Everyone’s career path is different, and we love that! Share your unique experiences and how they’ve shaped your perspective. This will help us understand what you can bring to the table.

Be Personable: Strong interpersonal skills are key in this role. Use your application to demonstrate your ability to connect with people. A friendly tone can go a long way in making your application stand out!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re serious about joining our team!

How to prepare for a job interview at Quilter Academy

✨Know Your Stuff

Before the interview, make sure you understand the role of a financial adviser and what Quilter Academy offers. Brush up on financial concepts and be ready to discuss how your background can contribute to helping clients achieve their financial goals.

✨Showcase Your People Skills

Since this role is all about building relationships, think of examples from your past where you've successfully connected with others. Be prepared to share stories that highlight your interpersonal skills and how you’ve helped people in your previous roles.

✨Ask Thoughtful Questions

Interviews are a two-way street! Prepare some insightful questions about the training programme and the support you'll receive as you transition into this new career. This shows your genuine interest and helps you assess if it's the right fit for you.

✨Demonstrate Your Motivation

Quilter Academy is looking for driven individuals. Be ready to explain why you're passionate about becoming a financial adviser and how you plan to build your own business. Share your vision for your future and how this opportunity aligns with your career aspirations.

Trainee Financial Adviser - Birmingham
Quilter Academy
Location: Birmingham
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Q
  • Trainee Financial Adviser - Birmingham

    Birmingham
    Trainee
    8000 - 14000 Β£ / month (est.)
  • Q

    Quilter Academy

    50-100
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