Trainee Financial planner

Quilter; England; Remote; GBP 25,000 - 35,000; Full time

Job summary

Quilter is seeking a Trainee Financial Planner to provide remote financial advice to clients. This role requires a Level 4 diploma in Financial Advice and strong communication skills. The successful applicant will assist in managing back book assets and helping clients achieve their financial goals in a supportive environment.

Benefits

Holiday: 182 hours (26 days)

Pension Scheme

Private Medical Insurance

Income Protection

Qualifications

• Strong knowledge of the Financial Services industry is essential.
• Requires excellent and clear communication skills.
• Should be adaptable and able to work under pressure.

Responsibilities

• Provide remote financial advice via Teams, Zoom, or phone.
• Conduct annual reviews and handle complex client requirements.
• Support strategic initiatives relating to asset management.

Skills

Knowledge of Financial Services

Excellent Communication

Client Relationship Management

Education

Level 4 diploma in Financial Advice

Job description

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About The Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About The Role

Level: 3

Department: Adviser & Client Support Hub

Location: Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

Our Trainee Financial Planner role is open to individuals qualified to a level 4 standard who wish to take their first career move into holistic financial planning.

The successful applicant within a targeted 12-month period, subject to achieving the agreed KPI and regulatory expectations will progress into a full Financial Planner role.

The role is to provide predominantly remote Financial Advice to existing clients and new clients via media’s such has Teams, Zoom or the telephone however occasional face to Face maybe required. You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice.

You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.

Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients’ financial goals.

You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.

Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:

• Grow with our customers
• Enhance Efficiencies
• Embrace Digital
• Be a responsible Wealth Manager
  
  
  

Consumer Duty

This role will directly impact good customer outcomes as direct client contact will be made to deliver an ongoing service. The ongoing service is expected to be of high quality and meet client expectations.

The duties you will perform will contribute to the overall positive outcomes for our customers by ensuring their needs are correctly identified, and advice/recommendations are provided based on their personal circumstances.

About You

The ideal candidate will have strong knowledge of the Financial Services industry as well as a background in the financial services sector.

You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically.

You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s as well as the ability to work under pressure and to manage good working relationships.

You must have a Level 4 diploma in Financial Advice which is essential to the role.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.

Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.

Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.

Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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