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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

  • 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 license.
  • Strong interpersonal skills and a commitment to building meaningful client relationships.
  • Analytical thinking and attention to detail.
  • Trustworthiness in managing financial responsibilities.
  • Interest in self-employment and shaping one's own career path.
  • A positive outlook and ability to network.

Responsibilities

  • Participate in a structured training programme and exam support to achieve the Level 4 Diploma in Regulated Financial Planning.
  • For individuals who already hold the Level 4 Diploma in regulated financial advice via CII, LIBF, or CISI, complete a three-month skills development programme including tools, mentoring, and business support to prepare for meeting new clients as a financial adviser.
  • Meet with clients as a financial adviser.

Desired Qualifications

  • A strong network of personal and professional connections.

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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