Trainee Financial Adviser in Newcastle upon Tyne
Trainee Financial Adviser

Trainee Financial Adviser in Newcastle upon Tyne

Newcastle upon Tyne Trainee 8000 - 14000 £ / month (est.) No home office possible
Q

At a Glance

  • 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 8000 - 14000 £ per month.

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.

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.

Trainee Financial Adviser in Newcastle upon Tyne employer: Quilter

Quilter Academy is an exceptional employer that prioritises your professional growth and offers a comprehensive training programme to help you become a qualified financial adviser. With a supportive work culture that values diverse backgrounds and experiences, you'll have the opportunity to build meaningful client relationships while enjoying the flexibility of self-employment. Join us in a role that not only promises a secure financial future but also empowers you to shape your own career path in a dynamic and rewarding environment.
Q

Contact Detail:

Quilter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Financial Adviser in Newcastle upon Tyne

✨Tip Number 1

Network like a pro! Reach out to your connections and let them know you're on the hunt for a Trainee Financial Adviser role. You never know who might have a lead or can introduce you to someone in the industry.

✨Tip Number 2

Get social! Use platforms like LinkedIn to showcase your skills and aspirations. Join relevant groups, engage with posts, and don’t hesitate to reach out to professionals in the financial advising field.

✨Tip Number 3

Prepare for interviews by practising common questions and scenarios you might face as a financial adviser. Show off your interpersonal skills and analytical thinking – they’re key to landing the job!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the info you need about the Quilter Academy and how we can support your journey.

We think you need these skills to ace Trainee Financial Adviser in Newcastle upon Tyne

Interpersonal Skills
Networking
Analytical Thinking
Attention to Detail
Trustworthiness
Financial Management
Motivation
Self-Employment
Client Relationship Building
Career Development
Driving License

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 difference in their lives.

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with what we’re looking for. Highlight your interpersonal skills and any relevant career history that showcases your ability to build relationships and manage responsibilities.

Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you’re the perfect fit for this role. Use it to share your unique journey and how your life experiences have prepared you for a career as a financial adviser.

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 don’t miss out on any important updates about the recruitment process.

How to prepare for a job interview at Quilter

✨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 and how it has shaped your desire to become a financial adviser. Highlight any transferable skills and experiences that make you a great fit for this role.

✨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.

Trainee Financial Adviser in Newcastle upon Tyne
Quilter
Location: Newcastle upon Tyne

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