Quilter Financial Planning Academy Programme
3 weeks ago
Our Bridging Programme provides a comprehensive training experience, covering business development, Quilter's induction, and adviser skills training over the first 7 weeks. The final 6 weeks focus on consolidating your knowledge and preparing you to start building your financial advice business and engaging with clients.
You will receive financial support for the first 13 months and guaranteed client opportunities in your first year. Our team will continue to support you as you progress towards becoming a fully competent adviser, working one-to-one with your field coach for 26 weeks.
As a financial adviser, you will enjoy flexible working arrangements, excellent financial benefits, and the satisfaction of helping clients achieve their financial goals. Key responsibilities include generating new client opportunities, advising clients on current financial issues, and maintaining knowledge of regulations and financial products.
The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience and performance. We are seeking individuals who are hardworking, driven, and possess excellent communication skills, with a passion for delivering exceptional customer service.
To be successful in this role, you will need to be able to answer yes to the following questions: I'm looking to switch industries; I have good attention to detail and strong maths skills; 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; and I'm ethically minded and want to do the best by customers.
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Quilter Academy for Financial Planners
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Required Skills and Qualifications**A strong work ethic and excellent communication skills.Good attention to detail, strong maths skills, and ability to learn and analyse financial information.Trustworthiness and ability to manage money in line with appropriate rules and regulations.Experience with MS Office and data management systems.Ethical mindset and...
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Financial Planning Consultant
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...
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Full-Time Financial Adviser Programme Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking a highly skilled and motivated Full-Time Financial Adviser Programme Specialist to join our team at Quilter Financial Planning. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and...
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Financial Adviser Career Development Programme
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOverviewWe are seeking ambitious individuals to join our team as financial advisers. With a strong focus on career development, we offer a comprehensive 14-week programme that combines academic and technical knowledge with essential skills for success in the industry.In this role, you will have the opportunity to work with clients, build lasting...
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Bridging to Financial Advice Success
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeElevate your career by joining Quilter Financial Planning's Financial Adviser Academy, designed to bridge the gap between academia and the real-world demands of financial planning.About the Role:This exciting opportunity is perfect for those looking to switch industries, return to work, or move from an employed adviser role to starting their own business. As...
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London, Greater London, United Kingdom Quilter Financial Planning Full timeKey ResponsibilitiesAs a full-time financial adviser at Quilter Financial Planning, you will be responsible for:Generating new client opportunities through networking and marketing effortsPreparing and presenting detailed financial plans to clientsProviding expert advice on current financial issues and recommending suitable solutionsMaintaining accurate...
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Financial Planning Career Transition Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock a fulfilling career as a financial adviser with Quilter Financial Planning's Bridging Programme.Job Description:A great opportunity has arisen for ambitious individuals looking to transition into a rewarding role as a self-employed financial adviser. As part of our Bridging Programme, you will gain the necessary skills and knowledge to succeed in this...
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Adviser Development Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Become a Confident Financial Adviser**Are you looking for a challenging yet rewarding career in financial planning? We invite applications from motivated individuals who possess excellent communication and interpersonal skills. Our Financial Adviser Academy provides comprehensive training and support to help you develop the necessary expertise and...
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Start Your Quilter Financial Adviser Journey
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre you looking for a challenging and rewarding career as a financial adviser? Quilter Financial Planning's Financial Adviser Bridging Programme is the ideal platform to launch your career and make a real difference in people's lives.What We Offer:As a member of our team, you will receive a competitive salary of £40,000 - £70,000 per annum, depending on...
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Financial Planning Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole Overview:Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.Key Responsibilities:Generating new client opportunitiesEnsuring clients make wise and profitable decisionsPreparing sound financial...
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Financial Planning Career Starter
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Unlock a Rewarding Career as a Financial Adviser**We are seeking ambitious individuals who wish to transition into a career as a financial adviser. If you have already completed your Level 4 qualification and are eager to start a new chapter, we can offer you the ideal opportunity.This is an excellent chance for those looking to switch industries, return...
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Becoming a Successful Financial Advisor
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleAs a financial adviser, you will play a vital role in helping clients achieve their financial goals. You will be responsible for building strong relationships with clients, understanding their needs, and providing tailored advice. This is an excellent opportunity for those looking to start a career in finance or transition from another...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeRole SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...
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Bridging to Financial Success
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time**Launch Your Career in Financial Planning**If you are looking for a dynamic and rewarding career as a financial adviser, we encourage you to apply for our Financial Adviser Academy. This exciting opportunity will equip you with the skills and knowledge required to succeed in this field and provide you with the confidence to launch your own financial advice...
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Starting Your Financial Services Journey
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout Our AcademyWe are dedicated to helping individuals transition into a career as a financial adviser. Programme DetailsA 14 week programme covering business development, Quilter's induction, and adviser skills trainingFinancial support for the first 13 monthsGuaranteed client opportunities in your first year As a financial adviser, you can expect a...
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Financial Adviser Development Programme
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe're committed to making it easy for you to start a successful career as a financial adviser. With our comprehensive development programme, you'll gain the skills and confidence you need to succeed in this rewarding field.You'll have the opportunity to develop your business skills, learn about Quilter's products and services, and gain practical experience...
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Career Opportunities in Financial Planning
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.
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Career Transition to Financial Adviser
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOverviewWe are seeking bright and ambitious individuals to join our team as self-employed financial advisers. With the Quilter Financial Adviser Academy, you will have the opportunity to transition into this rewarding career with support, confidence, and assurance.
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Career Transition Opportunity
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre you looking for a career transition opportunity that can offer you financial stability and personal satisfaction? Quilter's Financial Adviser Academy is designed to help you easily transition into a rewarding new career as a self-employed financial adviser.We work with bright, ambitious people from many different backgrounds who are interested in joining...
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Bridging to Financial Expertise
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the JobWe are seeking a motivated and ambitious individual to join our team as a financial adviser. In this role, you will be responsible for building strong relationships with clients, understanding their financial needs, and providing expert advice to help them achieve their goals.As a financial adviser, you will need to possess excellent...