Full-Time Financial Services Associate
Full-Time Financial Services Associate

Full-Time Financial Services Associate

Birmingham Full-Time 28800 - 48000 £ / year (est.) No home office possible
Q

At a Glance

  • Tasks: Become a financial advisor, helping others secure their financial futures.
  • Company: Join Quilter, an award-winning FTSE 250 company dedicated to your success.
  • Benefits: Enjoy full academic support, flexibility, and the chance to build your own business.
  • Why this job: Make a meaningful impact while enjoying autonomy and job satisfaction.
  • Qualifications: Ideal for driven individuals with strong maths skills and a passion for finance.
  • Other info: Apply now to join our webinar and learn more about this exciting opportunity.

The predicted salary is between 28800 - 48000 £ per year.

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. You can build your own secure financial future knowing you are helping other people plan for theirs.

The Quilter Academy is the perfect place for you to start your career as a financial advisor. Not only will you gain the qualifications you need, we will give you the full support you need to start building your own business.

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. So, you can enjoy the autonomy of running your own business, with the support of an ambitious award-winning FTSE 250 company behind you.

We work with bright, ambitious individuals from many different backgrounds seeking:

  • Full academic support through your Level 4 Diploma in Regulated Financial Advice and skills development programme
  • An opportunity to build a self-employed business
  • Flexibility around family and a good work/life balance
  • Personal satisfaction and the opportunity to do something meaningful and rewarding

If you currently work in financial services, you’ll already be aware of the high demand for financial planners, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.

We are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career.

If you can answer YES to these questions, we’d love to speak to you:

  • I’m looking to start my own business as a financial planner
  • I’m looking to switch industries, or I am returning to work
  • I’m hard working and driven, with an excellent work ethic
  • I have good attention to detail, strong maths skills, and can learn to analyse financial information
  • I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations
  • I have great communication skills and enjoy building lasting relationships

Simply apply below and you will be invited to watch our webinar where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.

Full-Time Financial Services Associate employer: Quilter Financial Planning

Quilter is an exceptional employer, offering a unique opportunity for aspiring financial advisers to thrive in a supportive and dynamic environment. With comprehensive academic support through the Quilter Academy, employees can gain vital qualifications while enjoying the flexibility of self-employment and a strong work/life balance. Our award-winning FTSE 250 company fosters a culture of growth and personal satisfaction, making it an ideal place for those looking to build a meaningful career in financial services.
Q

Contact Detail:

Quilter Financial Planning Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Full-Time Financial Services Associate

✨Tip Number 1

Research the financial services industry thoroughly. Understanding current trends, regulations, and challenges will not only prepare you for interviews but also demonstrate your genuine interest in the field.

✨Tip Number 2

Network with professionals already working in financial services. Attend industry events or join online forums to connect with potential mentors who can provide insights and guidance on starting your career as a financial adviser.

✨Tip Number 3

Prepare to discuss your transferable skills during interviews. If you're switching industries, highlight how your previous experiences can contribute to your success as a financial planner, especially in areas like communication and relationship building.

✨Tip Number 4

Familiarise yourself with the qualifications required for the role, such as the Level 4 Diploma in Regulated Financial Advice. Showing that you are proactive about your professional development can set you apart from other candidates.

We think you need these skills to ace Full-Time Financial Services Associate

Attention to Detail
Strong Mathematical Skills
Financial Analysis
Regulatory Knowledge
Trustworthiness
Communication Skills
Relationship Building
Business Development
Time Management
Problem-Solving Skills
Adaptability
Customer Service Orientation
Self-Motivation
Work Ethic

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Full-Time Financial Services Associate. Familiarise yourself with the skills required, such as attention to detail and strong maths skills.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any previous roles in financial services or transferable skills from other industries.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining the Quilter Academy. Address how your background and aspirations align with their mission of helping others plan their financial futures.

Prepare for the Webinar: Once you apply, you'll be invited to a webinar. Prepare questions and think about how you can express your interest in building a self-employed business as a financial planner during this session.

How to prepare for a job interview at Quilter Financial Planning

✨Showcase Your Financial Knowledge

Make sure to brush up on your financial knowledge before the interview. Be prepared to discuss financial concepts and regulations, as well as any relevant experience you have in the field. This will demonstrate your commitment and understanding of the industry.

✨Highlight Your Communication Skills

As a financial adviser, strong communication skills are essential. During the interview, provide examples of how you've effectively communicated complex information in the past. This will show that you can build lasting relationships with clients.

✨Demonstrate Your Work Ethic

Be ready to share specific instances where you've gone above and beyond in your previous roles. This will help convey your hard-working nature and dedication, which are key traits for success in this position.

✨Ask Insightful Questions

Prepare thoughtful questions about the Quilter Academy and the role of a financial adviser. This not only shows your interest in the position but also helps you assess if it's the right fit for you. It’s a great way to engage with the interviewers.

Full-Time Financial Services Associate
Quilter Financial Planning
Q
  • Full-Time Financial Services Associate

    Birmingham
    Full-Time
    28800 - 48000 £ / year (est.)

    Application deadline: 2027-05-01

  • Q

    Quilter Financial Planning

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