Trainee Financial Adviser

Quilter; Southampton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial advisory program is offering a unique opportunity for individuals ready to become qualified Financial Advisers through a structured training and support program. Ideal candidates are motivated, detail-oriented individuals with strong interpersonal skills, a minimum of five years of career history, and the right to work in the UK. This position provides a clear pathway to self-employment and the potential to build a meaningful and secure career in financial advising.

Qualifications

• Strong interpersonal skills and a commitment to building meaningful client relationships.
• Trustworthy individuals capable of managing financial responsibilities.
• Ability to travel for client meetings – Full driving license.

Responsibilities

• Complete a comprehensive training programme to achieve Level 4 Diploma in Regulated Financial Planning.
• Participate in an immersive skills development programme for those with Level 4 Diploma.
• Build a business with capital value and secure financial future.

Skills

Strong interpersonal skills

Analytical thinking

Attention to detail

Ability to network

Motivated for self-employment

Job description

Overview

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

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

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

Could this be you?

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.