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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 with opportunities for personal growth and networking.
The predicted salary is between 800 - 1400 £ 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 - Wales employer: Quilter Academy
Contact Detail:
Quilter Academy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser - Wales
✨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 interpersonal skills during interviews. Remember, as a financial adviser, building relationships is key, so be sure to highlight your ability to connect with others and your commitment to helping clients.
✨Tip Number 4
Apply through our website for the best chance of landing that role! We want to see your application and help you kickstart your journey towards becoming a qualified financial adviser.
We think you need these skills to ace Trainee Financial Adviser - Wales
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 the ball rolling 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 past experiences can translate into this new career.
✨Show Your People Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully connected with others in previous jobs. Highlight your interpersonal skills and how they can help you in client interactions.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the training programme and the support you'll receive. This shows your genuine interest in the role 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 making this career change and how you plan to take control of your future as a self-employed financial adviser. Your passion will shine through!
