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Financial Adviser jobs in Biggin Hill

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    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
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    • A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own…
    • Experience using Intelligent Office (IO) and financial planning platforms.
    • Maintain accurate client records and workflows within Intelligent Office (IO).
    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
    • At least 5 years financial markets experience within PWM, investing or sales trading.
    • We assist employees in saving and planning for retirement, offer financial…
    • Client Service Executive (Investment Management).
    • Experience delivering holistic financial advice.
    • Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles.
    • Maintaining client files, checking information and inputting client financial data onto the system.
    • Burfields House Wealth Management is looking for a proactive…
    • Conducting regular portfolio reviews and recommending optimisations to meet clients' evolving financial goals.
    • Always double-check the emails you receive.
    • Leading annual reviews and providing proactive, ongoing financial planning advice.
    • Understanding clients’ changing circumstances, objectives and financial…
    • Conduct regular financial reviews with clients.
    • This is an excellent opportunity for an adviser who enjoys building long-term client relationships and would…
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • You have advanced Excel and financial modelling skills and can confidently review complex valuation models.
    • You will oversee the valuation management and review…
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    • Exposure to client meetings, financial planning and technical research.
    • Experience within an IFA, wealth management or financial planning environment.
    • Working closely with a team of experienced Advisers, you will play a key role in ensuring clients receive a seamless and professional experience.

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Trainee Financial Adviser - London
Quilter Academy
London
•
Remote
Full-time
Apply now

Job details

Pay information not provided
Full-time
Remote in London

Full job description

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

Are you exploring your next career move and looking for a role where you can make a meaningful impact?

Do you:

  • Enjoy helping others?
  • Have a strong network of personal and professional connections?
  • Aspire to build a fulfilling career with flexibility and purpose?

If so, Quilter Academy could be your route to achieving your aspirations.

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.

This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.

What We Offer:

A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.

For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.

A proposition that can lead to a secure financial future with the potential to build a business with capital value.

What We’re Looking For:

  • Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.
  • Strong interpersonal skills and a commitment to building meaningful client relationships.
  • Analytical thinkers with attention to detail.
  • Trustworthy individuals capable of managing financial responsibilities.
  • Motivated individuals who are interested in self-employment and shaping their own career path.

Essential Requirements:

  • The right to work in the UK and appropriate visas for a minimum of 5 years.
  • At least 5 years of career history.
  • A satisfactory credit history (required for regulatory purposes).
  • Ability to travel for client meetings – Full driving license

Could this be you?

If you're driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.

Apply today and start your journey toward a fulfilling new career as a financial adviser.

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