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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-timeManchester, UKNo salary listed

About the Job

Requirements

  • Applicants must have the right to work in the United Kingdom and appropriate visas for a minimum of five years.
  • Applicants must have at least five years of career history.
  • Applicants must have a satisfactory credit history for regulatory purposes.
  • Applicants must be able to travel for client meetings and hold a full driving licence.
  • Applicants should have a positive outlook and the ability to network.
  • Applicants should have strong interpersonal skills and be committed to building meaningful client relationships.
  • Applicants should be analytical thinkers with attention to detail.
  • Applicants should be trustworthy and capable of managing financial responsibilities.
  • Applicants should be motivated to pursue self-employment and shape their own career path.

Responsibilities

  • Complete a structured training programme and exams to achieve the Level 4 Diploma in Regulated Financial Planning, for those who have not already achieved it.
  • For applicants who already hold the Level 4 Diploma in regulated financial advice through CII, LIBF, or CISI, complete an immersive three-month skills development programme to prepare for meeting new clients as a financial adviser.
  • Build a career as a qualified, self-employed 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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