Trainee Financial Planner - Carlisle, United Kingdom - Quilter

Quilter
Quilter
Verified Company
Carlisle, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
What the Hiring Manager Says


This is a rare and exciting opportunity for you to build a career as a Financial Planner within the Quilter group.

No experience or qualifications are necessary, as we will support you fully to ensure that you are well equipped, qualified, and skilled to start advising clients and help them to bring their financial plans to life.

You will follow a structured training program that will ensure that you have both the softer skills required as well as the technical knowledge.

You will have the opportunity to shadow more experienced Financial Planners throughout your training period and see first-hand how rewarding the role can be.

Financial Planning Director

About the Role


As a Trainee Financial Planner, you will work towards gaining financial planning qualifications, technical knowledge, and confidence in dealing with clients.


You will undertake a thorough training programme supported by our Financial Adviser School, whilst also undertaking some elements of the advice process, supporting both financial planners and regional teams.

On achieving your level 4 Diploma in Regulated Financial Advice and authorisation from the FCA, you will start to provide advice to clients in respect of the more routine services and products and begin to build your own client bank as a fully-fledged financial planner.


Alongside this you'll support more senior staff by providing assistance and technical backup, and will absorb current developments in financial services, the financial markets and economic trends.

You will proactively support existing Financial Planners in actively seeking new business opportunities, both from new and existing clients.

For example, attending exhibitions, being active in local business and communities, following up leads, explaining the Wealth division's services to potential new clients and following up all opportunities to obtain new clients.

You'll also build relationships both internally and externally. For example, with Quilter Cheviot Investment Managers, as well as professional connections.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive.

If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.


To be successful in this role you will need commitment to study to ensure attainment of Level 4 qualification within your first 12 months and to attend and complete technical and soft skill training events.


You'll need an aptitude and desire to study for professional qualifications and to build market knowledge as part of a supported development plan, as well as an analytical mindset with the ability to understand and interpret complex information, and strong relationship and communication skills.


  • 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 everchanging 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.

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