Trainee Financial Adviser - Birmingham

Quilter Academy; Birmingham; On-site; GBP 25,000 - 50,000; Full time

Job summary

A leading financial training provider in the UK is looking for motivated individuals to transition into financial advisers. The role offers structured training to achieve Level 4 Diploma in Regulated Financial Planning. Ideal candidates have excellent interpersonal skills, a strong network, and a commitment to client relations. This is an opportunity to shape your own career path while helping others achieve their financial goals.

Benefits

Comprehensive training programme

Exam support

Potential to build a valuable business

Qualifications

• Individuals with varied career experiences and a positive outlook.
• Strong commitment to client relationships and management.
• Satisfactory credit history for regulatory requirements.

Responsibilities

• Help clients achieve their financial goals.
• Build meaningful client relationships.
• Network to promote services.

Skills

Interpersonal skills

Analytical thinking

Networking

Detail-oriented

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.