Q

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

  • Have the right to work in the United Kingdom and appropriate visas for a minimum of five years.
  • Have at least five years of career history.
  • Have a satisfactory credit history for regulatory purposes.
  • Be able to travel for client meetings and hold a full driving licence.
  • Have strong interpersonal skills and a commitment to building client relationships.
  • Be analytical and attentive to detail.
  • Be trustworthy and able to manage financial responsibilities.
  • Be motivated to pursue self-employment and shape an independent career path.

Responsibilities

  • Complete a structured training programme and examinations to work toward the Level 4 Diploma in Regulated Financial Planning.
  • For candidates who already hold a Level 4 Diploma in regulated financial advice from CII, LIBF, or CISI, complete a three-month skills development programme involving tools, mentoring, and business support to prepare for meeting new clients.
  • Build a career as a self-employed financial adviser and meet with clients.

Desired Qualifications

  • Bring varied career and life experience, a positive outlook, and the ability to network.

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

Recently Posted Jobs

Explore more opportunities at Quilter

See more jobs