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Train to be a Self Employed Financial Adviser

London, United Kingdom
Closing date
Jun 4, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
What the Hiring Manager Says

Quilter 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;
  • 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.
If you currently work in financial services, you'll already be aware of the high demand for financial planners, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.

About You

If you can answer YES to these questions, we'd love to speak to you:
  • 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
What's it like working as a financial planner?

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:
  • 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
Simply apply below and you will receive a webinar invite where we'll tell you more about what we can offer you, how you'll benefit, and the next steps. Our next intake into the Academy is August.

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.

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