Quilter Full-Time Financial Adviser Programme

JR United Kingdom; Cardiff; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a leading financial advice academy to start your career as a financial planner. This opportunity offers full academic support and the chance to operate as a self-employed advisor under a respected FTSE 250 company, providing financial advice with autonomy and support.

Benefits

Full academic support through Level 4 Diploma

Flexibility around family and good work/life balance

Personal satisfaction and meaningful work

Qualifications

• Established career history and life experience required.
• Ability to analyze financial information.
• Experience in building client relationships is advantageous.

Responsibilities

• Building a self-employed financial advising business.
• Providing financial planning and advice to clients.
• Managing and analyzing clients' financial information.

Skills

Attention to detail

Mathematics skills

Communication skills

Trustworthiness

Education

Level 4 Diploma in Regulated Financial Advice

Job description

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Client:

Location:

cardiff, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

15

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

A career in financial advice can be extremely rewarding, both financially and in terms of job satisfaction. You can build your own secure financial future knowing you are helping other people plan for theirs.

The Quilter Academy is the perfect place for you to start your career as a financial advisor. Not only will you gain the qualifications you need, we will give you the full support you need to start building your own business.

At the end of our Academy programme, you'll have the opportunity to join our advice business, Quilter financial advisers, as a self-employed adviser. So, you can enjoy the autonomy of running your own business, with the support off an ambitious award-winning FTSE 250 company behind you.

We work with bright, ambitious individuals from many different backgrounds seeking:

• Full academic support through your Level 4 Diploma in Regulated Financial Advice and skills development programme
• An opportunity to build a self-employed business
• Flexibility around family and a good work/life balance
• Personal satisfaction and the opportunity to do something meaningful and rewarding

If you currently work in financial services, you’ll already be aware of the high demand for financial planners, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.

We are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career.

If you can answer YES to these questions, we’d love to speak to you:

• I’m looking to start my own business as a financial planner
• I’m looking to switch industries, or I am returning to work
• I’m hard working and driven, with an excellent work ethic
• I have good attention to detail, strong maths skills, and can learn to analyse financial information
• I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations
• I have great communication skills and enjoy building lasting relationships

Simply apply below and you will be invited to watch our webinar where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.