- Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice
- Join Quilter Financial Advisers in a self-employed adviser role once qualified.
- I'm looking to start my own business as a financial planner
- I'm looking to switch industries, or I am returning to work
- I'm hard working and driven, with an excellent work ethic
- I have good attention to detail, strong maths skills, and can learn to analyse financial information
- I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations
- I'm experienced in MS Office and have worked with data management systems
- I'm ethically minded and want to do the best by customers
- I have great communication skills and enjoy building lasting relationships
- Generating new client opportunities to grow your business
- Ensuring clients make wise and profitable decisions to meet their financial goals
- Preparing sound financial plans to ensure clients meet their targets
- Advising clients on current financial issues and make recommendations
- Generating new business and build introducer relationships
- Customising financial plans according to clients' changing needs
- Building strong relationships to retain existing clients
- Maintaining and updating knowledge of regulations, practices, and financial products
-
Financial Adviser
1 day ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
-
Financial Adviser
12 hours ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
-
Financial Adviser
12 hours ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
-
Financial Adviser
1 day ago
Foresters Financial London, United KingdomWe have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you s ...
-
Independent Financial Adviser
1 day ago
Clever-HR London, United KingdomOur client, a well-established and successful independent financial advisory firm, are looking for a charismatic and driven Financial Adviser to join their team. · As a result of a period of continued success and growth, the firm are able to provide the successful individual with ...
-
Financial Wellbeing Adviser
12 hours ago
Catch22 London, United Kingdom Part timeCompany Description · Catch22 exists to help build a society where everyone has a good **place** to live, good **people** around them, and a fulfilling **purpose**. We call these our '3Ps'. · We achieve this in two ways: we improve lives through frontline delivery of public servi ...
-
Financial Service Adviser/consultant
1 day ago
eFinancialCareers London, United KingdomExcited to grow your career? **Our purpose is to 'empower people to save and invest with confidence'. We are looking for great people to join us, so please come and invest in YOUR future at Hargreaves Lansdown. · About the role** · Due to an expansion in our Financial Advisory te ...
-
Financial Adviser
1 day ago
Exchange Street Claims & Financial Services City of London, United Kingdom**Big firms have their benefits but they also have their glass ceilings. Sometimes you've gone as far as you can and you get, well, bored.**But you enjoy the structure and processes of a bigger firm. You like working for a brand. So what comes next? · **At this wealth manager you ...
-
Financial Adviser
5 days ago
Premier Jobs UK Limited Weybridge, United Kingdom Full timeThis employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+. · As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship. You ...
-
Financial Adviser
1 day ago
Resource Matters Ltd Reigate, United KingdomIf you are from a sales background and have a genuine desire in providing financial advice to help families and individuals reach their financial goals you will be rewarded with a basic salary plus uncapped earning potential for achievement of your goalstogether with a company ca ...
-
Financial Adviser
12 hours ago
Cranleigh Personnel Ware, United Kingdom**Financial Adviser** · Based: Hertford · Salary - base £50,000 - £60,000 + Bonus · **Are you a Financial Adviser looking for next role?** · Our client is a thriving independent wealth planning firm with an enviable client bank. Working collaboratively with accountancy firms and ...
-
Financial Adviser
6 days ago
St. James's Place Financial Adviser Academy England, United KingdomA new challenge. A new culture. A new perspective. · If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-term relationshi ...
-
Financial Adviser
2 days ago
St. James's Place Financial Adviser Academy London, United KingdomBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight ...
-
Financial Adviser
6 days ago
St. James's Place Financial Adviser Academy England, United KingdomBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight ...
-
Financial Adviser
1 day ago
St. James's Place Financial Adviser Academy London, United KingdomJob Description · A new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-t ...
-
Financial Adviser
1 week ago
F S People Ltd (Financial Services recruitment specialists) London, United KingdomOur Client are a leading Investment Management company, providing financial planning services to their Client's throughout the UK, and around the globe. · Having been established for over 40 years, this company has a fantastic reputation within the field of Investment Management ...
-
Financial Adviser
16 hours ago
Quilter London, United Kingdom Full timeQuilter Full-Time Financial Adviser Programme - August Intake · We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: · Flexibility around family and a good work/life balance. · Ex ...
-
Financial Adviser
6 days ago
Lime People Search & Select Ltd England, United KingdomMy client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. · We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independen ...
-
Financial Adviser
1 week ago
Financial Planning Firm United KingdomJob Title: Financial Adviser · Industry: Financial Planning · Location: Stockton on Tees · Salary: £50,000 · Job Reference: 8983 · Job Description: Financial Adviser · Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, inde ...
-
Financial Adviser
5 days ago
Heat Recruitment Ltd London, United KingdomA fully independent and holistic Financial Advisers based in the heart of the City are looking to hire 2-3 new Advisers over the coming few months on a self-employed basis. The business has proven experience of helping people move these across. They want to help the Adviser make ...
Train to be a Self Employed Financial Adviser - London, United Kingdom - Quilter
Description
What the Hiring Manager SaysQuilter Full-Time Financial Adviser Programme - August Intake
Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:
Flexibility around family and a good work/life balance.
Excellent financial benefits, with scope for progression.
Personal satisfaction and the opportunity to do something meaningful and rewarding.
About the Role
Quilter Academy is currently recruiting for its August full-time programme. All successful candidates will receive the opportunity to;
About You
If you can answer YES to these questions, we'd love to speak to you:
We'd love to have a chat with you about the varied and rewarding career of a financial planner. In the meantime, here are a few of the things you may be doing as a financial planner:
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.