Trainee Financial Adviser: Path to Qualified Advisor

Quilter Academy; Wales; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory training provider in the UK is seeking motivated individuals to join their Quilter Academy programme, aimed at transitioning careers into qualified financial advisers. The role offers comprehensive training and exam support, guiding candidates towards a Level 4 Diploma in Financial Planning. Ideal candidates will have a strong interpersonal skill set, analytical thinking, and the ability to build client relationships. This is a unique opportunity to shape your own career path while achieving financial independence.

Benefits

Comprehensive training programme

Funding available for training

Business support

Qualifications

• At least 5 years of career history required.
• Right to work in the UK with appropriate visas for a minimum of 5 years.
• Satisfactory credit history for regulatory purposes.

Responsibilities

• Help clients achieve financial goals as a self-employed adviser.
• Build meaningful relationships with clients.
• Manage financial responsibilities effectively.

Skills

Strong interpersonal skills

Analytical thinking

Attention to detail

Networking abilities

Job description

A leading financial advisory training provider in the UK is seeking motivated individuals to join their Quilter Academy programme, aimed at transitioning careers into qualified financial advisers. The role offers comprehensive training and exam support, guiding candidates towards a Level 4 Diploma in Financial Planning. Ideal candidates will have a strong interpersonal skill set, analytical thinking, and the ability to build client relationships. This is a unique opportunity to shape your own career path while achieving financial independence.