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Quilter

Wealth management services and investment solutions

Train To Be a Self-Employed Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeRemote in UKNo salary listedRemote

About the Job

Requirements

  • At least 5 years of career history.
  • A satisfactory credit history is required for regulatory purposes.
  • The right to work in the United Kingdom and appropriate visas for a minimum of 5 years.
  • Ability to travel for client meetings and a full driving licence.

Responsibilities

  • Complete the structured training programme and exam support to achieve the Level 4 Diploma in Regulated Financial Planning.
  • For individuals who already hold a Level 4 Diploma in regulated financial advice via the Chartered Insurance Institute, London Institute of Banking & Finance, or Chartered Institute for Securities & Investment, complete the three-month skills development programme.
  • Build a business as a qualified, self-employed financial adviser and meet new clients.

Desired Qualifications

  • Strong interpersonal skills and a commitment to building meaningful client relationships.
  • An ability to network and a positive outlook.
  • Interest in self-employment and shaping an individual career path.

About the Company

Quilter

Wealth management services and investment solutions

Quilter provides wealth management and financial planning services in the United Kingdom. It helps people manage investments, pensions, and savings across the entire investment journey, offering products such as investment portfolios, financial advice, and retirement planning through a broad set of services. The company stands out by serving as a large, established UK provider with a wide range of products tied to every stage of a client’s financial life, aiming to support clients through education and guidance as their money grows. Quilter’s goal is to create brighter financial futures for every generation.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
2007

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