Quilter Full-Time Financial Adviser Programme

2 days ago

Birmingham, United Kingdom Quilter Financial Planning Full time

Quilter Full-Time Financial Adviser Programme


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.


Quilter Academy is currently recruiting for its 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.


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.

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