Trainee Financial Adviser - Southampton

Quilter plc; Southampton; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in the UK is seeking motivated individuals for its Quilter Academy. This 3-month skills development program prepares participants to become fully qualified financial advisers. Ideal candidates will possess strong interpersonal skills, analytical thinking, and a commitment to building client relationships. The program offers mentorship, tools, and business support, paving the way for a fulfilling and flexible career in financial services.

Benefits

Mentoring and business support

Skills development program

Qualifications

• Must have achieved Level 4 Diploma in regulated financial advice.
• Strong interpersonal skills and commitment to client relationships.
• Analytical thinkers with attention to detail.

Responsibilities

• Participate in a 3-month skills development program.
• Prepare for client meetings as a financial adviser.
• Manage financial responsibilities and build client relationships.

Skills

Interpersonal skills

Analytical thinking

Networking

Attention to detail

Job description

Overview

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.

Qualifications

• 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 licence, If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step. Enjoy helping others?
• Have a strong network of personal and professional connections?
• Aspire to build a fulfilling career with flexibility and purpose?

Expectations

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.