Quilter Full-Time Financial Adviser Programme

1 month ago


Birmingham, United Kingdom Quilter Financial Planning Full time
Job Description

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.



  • Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre 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...


  • Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser ProgrammeAre 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...


  • Birmingham, United Kingdom Quilter Financial Planning Full time

    Have you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser?We work with bright, ambitious people from many different backgrounds who are interested in joining a firm as a self-employed financial adviser.A career as a financial adviser can offer you: - Flexibility around family and a good work/life...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    Job Title: Quilter Cheviot Financial ExpertAbout the Role:We are seeking an experienced Quilter Cheviot Financial Expert to support the development and maintenance of our Financial Planning Advice Standards.This role involves working closely with our teams to ensure that advice standards align to strategy, service offering, target market, and external...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    At Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management, we are seeking a Financial Services Risk Oversight Specialist to join our team. This role is part of Quilter Cheviot Financial Planning, which provides highly personalised and comprehensive financial advice for individuals...

  • Sales Support

    6 months ago


    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says This is a great opportunity to join a growing highly motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team. There will be a requirement to gain industry qualifications if not already held. About the Role Level: Sales Support - Level 3 Department: Quilter...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    As a Adviser Activity Operations Manager at Quilter plc, you will play a critical role in ensuring that our adviser activity is managed effectively to meet regulatory requirements and achieve business objectives. This is an exciting opportunity to work in a dynamic environment, contributing to the success of our firm and helping our customers achieve their...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    Quilter plc, a leading UK wealth management firm, is seeking a Risk Management and Competency Lead to oversee the management of adviser activity and ensure compliance with regulatory requirements. In this challenging yet rewarding role, you will lead a team in identifying trends where policy and processes could be improved to mitigate risks and drive...


  • Birmingham, Birmingham, United Kingdom Quilter Full time

    About the RoleAs a Business Assurance Control Professional at Quilter Cheviot Financial Planning, you will play a crucial role in ensuring the effective operations of our core compliance and regulatory risk control activities.Key Responsibilities• Deliver Business Assurance control checks and reviews, based on the framework of our business standards and...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management. Our sister company, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and...

  • Protection Specialist

    4 months ago


    Birmingham, United Kingdom Quilter Financial Planning Full time

    Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    Job Title: Financial Planning Advice SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Advice Specialist to support the development and maintenance of Quilter Cheviot's Financial Planning Advice Standards.The successful candidate will work closely with our teams to ensure that advice standards align to strategy, service offering,...

  • Protection Advisor

    3 weeks ago


    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Join Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    Job Summary: We are seeking a skilled Financial Planning Strategist to join our team at Quilter plc. In this role, you will play a key part in developing and maintaining our Financial Planning proposition.The successful candidate will have a strong working knowledge of financial planning and wealth management, with the ability to undertake detailed analysis...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    About the Business: Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    Job Title: Asset Management Strategy ConsultantAbout the Company:Quilter plc is a leading provider of financial advice and investment solutions. We are committed to using our expertise and care to guide customers through challenging times.Job Description:The successful candidate will be responsible for supporting the development and maintenance of Quilter...

  • Client Liaison

    4 weeks ago


    Birmingham, United Kingdom Quilter Full time

    About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and preparing for retirement. We are part of Quilter plc, a leading provider of advice,...