At a Glance
- Tasks: Help others achieve financial goals while building your own career.
- Company: Join Quilter Academy, a supportive environment for aspiring financial advisers.
- Benefits: Comprehensive training, exam support, and potential for self-employment.
- Other info: Flexible career with opportunities for personal growth and networking.
- Why this job: Make a meaningful impact and shape your own career path.
- Qualifications: Strong interpersonal skills and a positive outlook are essential.
The predicted salary is between 49500 - 60500 £ per year.
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?
Do you
• 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.
Essential Requirements
- 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.
Trainee Financial Adviser - Wales employer: Workable
Togather is an exceptional employer, recognised as one of the UK's best places to work, offering a vibrant and supportive culture that fosters ambition and high performance. With generous benefits including hybrid working, a substantial holiday allowance, and unique perks like free food and regular team socials, employees are empowered to thrive both personally and professionally. Located in the heart of the live events industry, Togather provides unparalleled opportunities for growth and networking, making it an ideal place for those passionate about creating memorable experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser - Wales
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Workable actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Workable. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Workable, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Trainee Financial Adviser - Wales
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Workable can help you grow your skills and knowledge in the field.
Tailor Your Application to Workable:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Workable. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Workable
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Workable.
