Trainee Financial Adviser: Path to Qualified Advisor

Quilter Academy; Greater London; On-site; GBP 30,000 - 60,000; Full time

Job summary

A financial training organization in the UK seeks individuals ready for a career change into financial advising. They offer a structured training programme to achieve a Level 4 Diploma in Regulated Financial Planning and provide business support for successful candidates. Ideal applicants will have strong interpersonal skills, be motivated self-starters with a minimum of 5 years of experience, and a desire to build meaningful client connections. The position assures a path to self-employment and professional growth.

Benefits

Comprehensive training programme

Exam support

Business mentoring and support

Qualifications

• Minimum of 5 years of relevant career history.
• Satisfactory credit history for regulatory purposes.
• Full driving license for client meetings.

Responsibilities

• Join a training programme to become a qualified financial adviser.
• Interacting with clients and building meaningful relationships.
• Managing financial responsibilities professionally.

Skills

Strong interpersonal skills

Analytical thinking

Attention to detail

Networking ability

Job description

A financial training organization in the UK seeks individuals ready for a career change into financial advising. They offer a structured training programme to achieve a Level 4 Diploma in Regulated Financial Planning and provide business support for successful candidates. Ideal applicants will have strong interpersonal skills, be motivated self-starters with a minimum of 5 years of experience, and a desire to build meaningful client connections. The position assures a path to self-employment and professional growth.