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Financial Adviser jobs in Blaydon

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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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    • Detailed understanding of financial planning.
    • Up to date knowledge of the financial market place.
    • Keeping up to date with financial products and legislation.
    • Deliver holistic financial planning and wealth advice.
    • You will benefit from introductions to existing clients, including review opportunities generated from an…
    • Conduct regular client reviews and identify opportunities for further financial planning.
    • Provide comprehensive, client-focused financial advice tailored to…
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • A sharp commercial acumen and the ability to underwrite and structure complex financial deals.
    • Salary: £65,000 - £80,000+ basic, plus a significant performance-…
    • Previous paraplanning experience within a financial advice/planning environment.
    • Good technical knowledge of pensions, investments and wider financial planning.
    • Commitment to pass basic internal financial services exams within 3 months of employment.
    • A positive, friendly service-orientated person with a “can do”…
    • Introductory Commission Scheme (financial reward if you refer a new client).
    • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
    • To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net…
    • Experience within a Wealth Management or Financial Planning environment.
    • Experience using Xplan is highly desirable, although other back-office systems will be…
    • Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments.
    • An ambition to build a career within financial services firm, with a…
    • Potential for career progression into full financial advice including ability to obtain further qualifications.
    • 80% commission split as standard.
    • In this fully remote role, you will be responsible for providing expert mortgage advice to their diverse clientele, working closely with the qualifying and case…

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Job Post Details

Trainee Financial Adviser - Newcastle
Quilter Academy
Newcastle upon Tyne
•
Remote
Full-time
Apply now

Job details

Pay information not provided
Full-time
Remote in Newcastle upon Tyne

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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