Trainee Financial Adviser

Quilter Financial Planning; Manchester; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

Comprehensive training programme

Exam support

Business support

Job summary

Quilter Financial Planning is looking for individuals ready to transition into a career as a qualified Financial Adviser through the Quilter Academy. This role offers a comprehensive, structured training programme to achieve your Level 4 Diploma in Regulated Financial Planning.

The ideal candidates will possess strong interpersonal skills, an analytical mindset, and a drive for self-employment. If you have a minimum of 5 years career history and want to make a meaningful impact while building a fulfilling career, apply today!

Qualifications

• Minimum 5 years of career history required.
• Must have the right to work in the UK.
• Satisfactory credit history needed for regulatory purposes.

Responsibilities

• Help clients manage financial responsibilities.
• Build meaningful client relationships.
• Attend client meetings and network.

Skills

Strong interpersonal skills

Analytical thinking

Networking ability

Attention to detail

Trustworthiness

Education

Level 4 Diploma in Regulated Financial Planning

Job description

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 licence

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.