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For Companies 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 commitment to client relationships.
- Other info: Flexible career opportunities with the potential for a secure financial future.
The predicted salary is between 8000 - 14000 £ 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 employer: Quilter Academy
Contact Detail:
Quilter Academy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨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
Get social! Join relevant groups on LinkedIn or Facebook where financial advisers hang out. Engage in conversations, ask questions, and share your journey – it’s a great way to get noticed and learn from others.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a financial adviser. Show off your interpersonal skills and how you can build meaningful client relationships – that’s what they’re looking for!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the info you need about the Quilter Academy and the support we offer.
We think you need these skills to ace Trainee Financial Adviser
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 Network: Don’t forget to mention your personal and professional connections! We value strong networks, so share how your relationships can help you succeed in this role and benefit your future clients.
Be Yourself: We’re looking for unique perspectives, so don’t be afraid to showcase your individuality. Share your career journey and life experiences that have shaped who you are today – it’s what makes you stand out!
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and get you started on your journey to becoming a qualified financial adviser with Quilter Academy!
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.
✨Demonstrate Your Analytical Thinking
Prepare to discuss situations where you've had to analyse information or solve problems. This could be anything from managing finances to making strategic decisions. Show them you can think critically and pay attention to detail, which is crucial in financial advising.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Inquire about the training programme, mentorship opportunities, or what success looks like for a trainee financial adviser at Quilter Academy.
