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Quilter

Wealth management services and investment solutions

Financial Adviser Trainee

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

About the Job

Requirements

  • The right to work in the United Kingdom and appropriate visas for a minimum of five years.
  • At least five years of career history.
  • A satisfactory credit history for regulatory purposes.
  • Ability to travel for client meetings and a full driving licence.
  • Strong interpersonal skills and commitment to building client relationships.
  • Analytical thinking and attention to detail.
  • Trustworthiness in managing financial responsibilities.
  • Interest in self-employment and shaping one's own career path.

Responsibilities

  • Complete the structured training programme and exams toward the Level 4 Diploma in Regulated Financial Planning.
  • Build relationships with clients and, after qualification, meet new clients as a financial adviser.

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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