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Financial Adviser jobs in Bloxwich

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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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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • Undertake valuations across a wide range of commercial property types.
    • Prepare RICS Red Book-compliant valuations and market appraisals.
    • 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…
    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • Previous Paraplanning or technical administration experience within financial services.
    • Experience using research, risk profiling and financial planning…
    • Proven experience as a Paraplanner within financial planning or wealth management.
    • Working closely with a team of Financial Planners, you'll play a key role in…
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    • Build confidence in sales with hands-on coaching from day one.
    • Many perks: From your fifth month, you’ll receive a company car and fuel card, a mobile phone,…
    • You will work closely with an experienced team of financial planners, supporting the delivery of holistic financial planning tailored to each client’s needs and…
    • Familiarity with financial planning back-office systems, research platforms, and cashflow modelling tools.
    • An established IFA practice with offices in London…

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

Job details

Pay information not provided
Full-time
Remote in Birmingham

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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