Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a training programme to become a qualified financial adviser and help clients achieve their goals.
- Company: Quilter Academy, dedicated to developing the next generation of financial advisers.
- Benefits: Comprehensive training, exam support, and potential for a secure financial future.
- Why this job: Make a meaningful impact while building a flexible and fulfilling career.
- Qualifications: Strong interpersonal skills, analytical thinking, and a commitment to client relationships.
- Other info: Opportunities for self-employment and shaping your own career path.
The predicted salary is between 24000 - 36000 £ per year.
Overview
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 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.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Referrals increase your chances of interviewing at Quilter Financial Planning by 2x
Newcastle Upon Tyne, England, United Kingdom
Chester-Le-Street, England, United Kingdom
Newcastle Upon Tyne, England, United Kingdom
#J-18808-Ljbffr
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 with people in the finance industry! Attend local events, join online forums, and don’t be shy about reaching out to potential mentors. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your unique experiences and skills. Share stories that showcase your interpersonal skills and analytical thinking. This is your moment to shine and show them why you’d be a great fit!
✨Be Prepared for Interviews
Do your homework before any interview! Research Quilter Academy, understand their values, and think about how your background aligns with their mission. Prepare some thoughtful questions to ask – it shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities and updates on our training programmes there.
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’re genuinely excited about helping others and making a meaningful impact in their lives.
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 will help us see how you fit into our team!
Be Authentic: Don’t be afraid to show your unique personality in your application. We value diverse backgrounds and experiences, so share your journey and what makes you stand out. Authenticity goes a long way with us!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity at Quilter Academy!
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 planning 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 build trust.
✨Be Ready to Discuss Your Career Journey
Quilter Academy values diverse career paths. Be prepared to share your unique journey, highlighting how your previous experiences have shaped your desire to become a financial adviser. This will show your motivation and commitment to this new career path.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the training programme, mentorship opportunities, and what success looks like at Quilter. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
