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- Tasks: Join a training programme to become a qualified financial adviser and help others achieve their financial goals.
- Company: Quilter Academy, a supportive environment for career changers.
- Benefits: Comprehensive training, exam support, and potential for self-employment.
- Why this job: Make a meaningful impact while building a flexible and fulfilling career.
- Qualifications: Strong interpersonal skills and a commitment to client relationships.
- Other info: Opportunities for personal growth and a secure financial future.
The predicted salary is between 24000 - 36000 £ per year.
2 days ago Be among the first 25 applicants
Hiring and developing the next generation of Financial Advisers!
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?
- 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.
- 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 licence.
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.
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
✨Network Like a Pro
Get out there and start connecting! Attend industry events, join relevant online forums, and don’t be shy about reaching out to people in your network. The more connections you make, the better your chances of landing that trainee financial adviser role.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your interpersonal skills and analytical thinking. Share examples from your past experiences that demonstrate how you’ve built relationships and tackled challenges. We want to see your personality shine!
✨Prepare for the Interview
Do your homework on Quilter Academy and the financial advising field. Be ready to discuss why you’re passionate about helping others and how you plan to build meaningful client relationships. Confidence is key, so practice your answers and come prepared with questions!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Quilter Academy and starting your journey as a qualified financial adviser.
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 becoming a financial adviser shine through. We want to see that you genuinely care about helping others and are excited about this career change!
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience or skills that align with what we’re looking for, like strong interpersonal skills and analytical thinking. This helps us see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell your story. Share your journey, why you’re interested in this role, and how your unique experiences can contribute to our mission at Quilter Academy. Keep it personal and engaging!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need right there!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Before the interview, make sure you understand the role of a financial adviser and the services offered by Quilter Academy. 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
As a trainee financial adviser, strong interpersonal skills are key. Prepare examples from your past experiences where you've successfully built relationships or helped others. This will demonstrate your ability to connect with clients and understand their needs.
✨Be Ready to Discuss Your Career Journey
Quilter Academy values diverse career paths. Be prepared to share your unique journey, highlighting how your life experiences have shaped your perspective and how they can benefit your future clients as a financial adviser.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the training programme, support available, and what success looks like in this role. This shows your genuine interest and helps you assess if Quilter Academy is the right fit for you.
