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- Tasks: Become a financial adviser, helping clients secure their financial futures.
- Company: Join Quilter Academy, 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 in a growing sector.
- Qualifications: Looking for driven individuals with strong maths skills and great communication abilities.
- Other info: Apply now to join our webinar and learn more about this exciting opportunity!
The predicted salary is between 28800 - 43200 £ per year.
Quilter Academy – Full Time Programme – Manchester
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.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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Trainee Financial Adviser employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Research the financial services industry thoroughly. Understanding current trends, regulations, and challenges will not only prepare you for the role but also impress us during your discussions.
✨Tip Number 2
Network with professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with potential mentors who can provide insights and guidance as you embark on this career path.
✨Tip Number 3
Prepare to demonstrate your communication skills. As a financial adviser, building relationships is key, so practice articulating complex financial concepts in simple terms to showcase your ability to connect with clients.
✨Tip Number 4
Familiarise yourself with the qualifications required for the role, particularly the Level 4 Diploma in Regulated Financial Advice. Showing initiative by starting your studies before applying can set you apart from other candidates.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand what a Trainee Financial Adviser does. Familiarise yourself with the responsibilities and skills required, as this will help you tailor your application.
Highlight Relevant Experience: Even if you come from a different industry, emphasise any transferable skills or experiences that demonstrate your work ethic, attention to detail, and ability to build relationships. This could include previous roles, volunteer work, or relevant projects.
Craft a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the Quilter Academy. Clearly articulate why you want to become a financial adviser and how the programme aligns with your career goals.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for a career in financial advice. Talk about why you want to help others with their financial planning and how this aligns with your personal values.
✨Demonstrate Your Analytical Skills
Prepare to discuss your ability to analyse financial information. Bring examples from your past experiences where you've successfully used these skills, whether in finance or another industry.
✨Highlight Your Communication Abilities
Since building relationships is key in this role, be ready to showcase your communication skills. Share instances where you've effectively communicated complex information to clients or colleagues.
✨Prepare Questions About the Academy
Show your interest in the Quilter Academy by preparing thoughtful questions. Ask about the support provided during the Level 4 Diploma and how the programme helps new advisers build their businesses.
