Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Become a financial planner, helping clients achieve their financial goals and build lasting relationships.
- Company: Join Quilter Academy, a leader in financial advice with a commitment to your growth.
- Benefits: Enjoy flexibility, excellent financial rewards, and fully funded training for your Level 4 qualification.
- Why this job: Make a meaningful impact while enjoying a rewarding career with great progression opportunities.
- Qualifications: Strong work ethic, attention to detail, good maths skills, and experience with MS Office required.
- Other info: Apply now for a chance to join our informative webinar about this exciting opportunity!
The predicted salary is between 28800 - 48000 £ per year.
Quilter Full-Time Financial Adviser Programme
Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:
- Flexibility around family and a good work/life balance.
- Excellent financial benefits, with scope for progression.
- Personal satisfaction and the opportunity to do something meaningful and rewarding.
Quilter Academy is currently recruiting for its full-time programme. All successful candidates will receive the opportunity to;
- Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification – Diploma in Regulated Financial Advice
- Join Quilter Financial Advisers in a self-employed adviser role once qualified.
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.
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’m experienced in MS Office and have worked with data management systems
- I’m ethically minded and want to do the best by customers
- I have great communication skills and enjoy building lasting relationships
What’s it like working as a financial planner?
We’d love to have a chat with you about the varied and rewarding career of a financial planner. In the meantime, here are a few of the things you may be doing as a financial planner:
- Generating new client opportunities to grow your business
- Ensuring clients make wise and profitable decisions to meet their financial goals
- Preparing sound financial plans to ensure clients meet their targets
- Advising clients on current financial issues and make recommendations
- Generating new business and build introducer relationships
- Customising financial plans according to clients’ changing needs
- Building strong relationships to retain existing clients
- Maintaining and updating knowledge of regulations, practices, and financial products
Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.
Quilter Academy - Full Time programme - Southampton employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Quilter Academy - Full Time programme - Southampton
✨Tip Number 1
Research the financial planning industry thoroughly. Understanding current trends, regulations, and common challenges will not only help you in interviews but also show your genuine interest in becoming a financial adviser.
✨Tip Number 2
Network with current financial advisers or alumni from the Quilter Academy. They can provide valuable insights into the role and may even refer you to opportunities within the industry.
✨Tip Number 3
Prepare to discuss your transferable skills during the interview. If you're coming from a different industry, think about how your previous experiences can benefit your future role as a financial planner.
✨Tip Number 4
Be ready to demonstrate your communication skills. As a financial adviser, building relationships is key, so practice articulating your thoughts clearly and confidently.
We think you need these skills to ace Quilter Academy - Full Time programme - Southampton
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand what a financial adviser does and the responsibilities involved. This will help you tailor your application to highlight relevant skills and experiences.
Highlight Relevant Skills: In your CV and cover letter, emphasize your attention to detail, strong maths skills, and experience with MS Office and data management systems. These are crucial for success in the financial planning industry.
Show Your Motivation: Clearly express why you want to join the Quilter Academy and pursue a career as a financial planner. Mention your desire for flexibility, work/life balance, and the opportunity to help clients achieve their financial goals.
Prepare for the Webinar: Once you apply, you'll receive an invite to a webinar. Prepare questions about the programme and the role of a financial adviser to show your enthusiasm and commitment to learning more.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Share any relevant experiences or motivations that led you to pursue this career path, as it demonstrates your commitment and genuine interest in the role.
✨Highlight Your Transferable Skills
If you're coming from a different industry, be prepared to discuss how your previous experiences can benefit your new role. Focus on skills like communication, attention to detail, and analytical abilities that are crucial for a financial planner.
✨Demonstrate Ethical Mindset
Since the role involves managing clients' finances, it's essential to convey your understanding of ethical practices. Be ready to discuss scenarios where you've prioritized integrity and trustworthiness in your past roles.
✨Prepare Questions About the Role
Show your interest by preparing thoughtful questions about the financial adviser role and the Quilter Academy program. This not only demonstrates your enthusiasm but also helps you assess if the opportunity aligns with your career goals.
