Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne
Trainee Financial Adviser - Path to Qualified Advisor

Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne

Newcastle upon Tyne Trainee 20000 - 30000 £ / year (est.) No home office possible
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Q

At a Glance

  • Tasks: Join our training programme to become a Qualified Financial Adviser and support clients in their financial journeys.
  • Company: Quilter Academy, a leading financial services provider in the UK.
  • Benefits: Comprehensive training, mentoring, and the chance to earn a Level 4 Diploma.
  • Why this job: Kickstart your career in finance with hands-on experience and self-employment opportunities.
  • Qualifications: Strong interpersonal skills, analytical thinking, and a passion for client relations.
  • Other info: Flexible working with travel opportunities for client meetings.

The predicted salary is between 20000 - 30000 £ per year.

A financial services training program in the UK is seeking motivated individuals to join their Quilter Academy as Qualified Financial Advisers. This opportunity provides comprehensive training and support to achieve a Level 4 Diploma in Regulated Financial Planning, along with tools and mentoring to help build a successful, self-employed career.

Successful candidates will bring strong interpersonal skills, analytical thinking, and a commitment to client relations. An interest in self-employment and the ability to travel for client meetings are essential.

Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne employer: Quilter

Joining Quilter Academy as a Trainee Financial Adviser offers an exceptional opportunity to embark on a rewarding career in financial services. With a strong emphasis on professional development, our supportive work culture fosters growth through comprehensive training and mentoring, ensuring you gain the skills needed to thrive as a self-employed advisor. Located in the UK, we provide a dynamic environment where your interpersonal and analytical skills can flourish, making a meaningful impact on clients' financial futures.
Q

Contact Detail:

Quilter Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne

✨Tip Number 1

Network like a pro! Reach out to current financial advisers or alumni from the Quilter Academy. They can offer insights and might even refer you for openings. Remember, connections can make all the difference!

✨Tip Number 2

Prepare for those interviews! Research common questions for trainee financial adviser roles and practice your responses. Show off your interpersonal skills and analytical thinking – they’re key in this field!

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly can sometimes give you a leg up over other candidates. Let’s get you started on that path to becoming a Qualified Financial Adviser!

We think you need these skills to ace Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne

Interpersonal Skills
Analytical Thinking
Client Relations
Self-Employment Interest
Travel Flexibility
Communication Skills
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Show Your Passion: When writing your application, let your enthusiasm for the financial services industry shine through. We want to see that you're genuinely excited about becoming a Qualified Financial Adviser and how you can contribute to our team.

Highlight Relevant Skills: Make sure to emphasise your strong interpersonal skills and analytical thinking in your application. We’re looking for candidates who can build great client relationships, so give us examples of how you've done this in the past!

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to match the job description. We appreciate when candidates show they’ve done their homework on us and understand what we’re looking for.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our Quilter Academy!

How to prepare for a job interview at Quilter

✨Know Your Financial Stuff

Brush up on your financial knowledge, especially around regulated financial planning. Familiarise yourself with key concepts and current trends in the industry. This will not only help you answer technical questions but also show your genuine interest in the role.

✨Show Off Those Interpersonal Skills

Since this role is all about client relations, be ready to demonstrate your interpersonal skills. Think of examples from your past experiences where you've successfully built relationships or resolved conflicts. Practising these scenarios can really make you stand out.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the Quilter Academy and the training programme. This shows that you're engaged and serious about your future as a Qualified Financial Adviser. Plus, it helps you assess if the company is the right fit for you.

✨Be Ready to Discuss Self-Employment

Since self-employment is a key aspect of this role, be prepared to talk about your thoughts on it. Share why you're interested in this path and how you plan to manage your time and client relationships effectively. This will demonstrate your commitment and readiness for the journey ahead.

Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne
Quilter
Location: Newcastle upon Tyne
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Q
  • Trainee Financial Adviser - Path to Qualified Advisor in Newcastle upon Tyne

    Newcastle upon Tyne
    Trainee
    20000 - 30000 £ / year (est.)
  • Q

    Quilter

    1000+
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