Financial Planning Career Development

3 weeks ago


London, Greater London, United Kingdom Prestige IFA Jobs Full time

Prestige IFA Jobs is seeking talented individuals to join our Trainee Development Program, which provides a comprehensive journey in financial planning and wealth management. This program offers an excellent opportunity to launch your career in financial services and develop your skills in administration, analysis, and tool utilization.

About the Program

The program is designed to equip participants with knowledge in financial planning, including the client journey, report writing, analysis, and tool utilization. You will gain valuable experience in wealth management & fintech and have the opportunity to specialize in Financial Planning after completing the first year.

Key Benefits
  • Comprehensive knowledge in financial planning
  • Valuable experience in wealth management & fintech
  • Opportunity to specialize in Financial Planning
Salary and Benefits

We offer a competitive salary range of £24,000 - £29,000 per annum, depending on location and experience. In addition, you will receive a range of benefits, including health insurance, pension scheme, and opportunities for career advancement.



  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionAs a financial adviser, your primary responsibility will be to provide expert advice to clients on their financial goals and objectives. This will involve generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, and advising clients on current financial issues.You will also be...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company 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.


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    OverviewWe 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    At 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Career OverviewWe are seeking ambitious individuals to embark on a rewarding career as self-employed financial advisers. This opportunity is perfect for those looking to transition into a new industry or return to work after a break.The role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    Recruit UK presents an excellent opportunity for a skilled Paraplanner to join a leading Financial Advice Company in London. This role offers a chance to collaborate with Senior Financial Advisers, supporting clients through all stages of financial planning, from advice preparation to recommendations.Responsibilities:Conduct thorough research and analysis to...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Career Development OpportunityWe are proud to offer a supported position for experienced financial advisors at Quilter Financial Planning. This opportunity allows you to focus on what you do best – delivering exceptional client service and growing your career.As a leading financial services business, we provide a supportive environment where you can thrive...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking ambitious individuals to join our Quilter Financial Planning team as a financial adviser. With a focus on providing excellent customer service and building long-lasting relationships, this role is ideal for those looking to start a rewarding career in finance.About the RoleAnalyze clients' financial situations and provide tailored...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...


  • London, Greater London, United Kingdom Financial Planning Firm Full time

    We are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleThis is a unique opportunity for a motivated individual to embark on a career in financial planning. The successful candidate will have the chance to develop their skills and knowledge through fully paid access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Upon...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial AdviserAre you looking for a career change or seeking to transition from an employed role to self-employment? Quilter Financial Planning offers a unique opportunity to become a financial adviser through our Bridging Programme. This 14-week fully supported programme equips you with the necessary skills and knowledge to...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are currently recruiting for a full-time financial adviser to join our team at Quilter Financial Planning. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.Your responsibilities will include:Building strong relationships with existing clients and identifying new business...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Role 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...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    We are seeking ambitious individuals who want to embark on a career as a financial adviser. With the right skills and training, you can build a successful business helping clients achieve their financial goals.The estimated salary for this role is between £30,000-£50,000 per annum, depending on experience and performance.In this role, you will have the...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Company OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.