Trainee Financial Adviser

Quilter Academy; United Kingdom; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

A financial advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Candidates should possess strong interpersonal skills, analytical thinking, and the ability to develop meaningful client relationships. Essential requirements include a minimum of 5 years of career history and the right to work in the UK. This opportunity not only helps you achieve your Level 4 Diploma but also offers tools and mentoring for self-employment. Apply now to start a fulfilling career as a financial adviser.

Qualifications

• Must have a satisfactory credit history required for regulatory purposes.
• 5 years of career history required.
• Must have the right to work in the UK with appropriate visas.

Responsibilities

• Help clients with financial advice.
• Build meaningful client relationships.
• Manage financial responsibilities.

Skills

Interpersonal skills

Networking ability

Analytical thinking

Attention to detail

Motivation for self-employment

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?

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.