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Financial Adviser jobs in Cobham

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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).
    • A financial planning role where the clients really are waiting for you.*.
    • You'll gradually take responsibility for an existing group of clients and their…
    • Client-first mindset with the ability to navigate complex financial needs.
    • Manage a portfolio of clients, delivering bespoke financial planning and investment…
    • Attend Client Meetings with Wealth Managers.
    • Manage Action Points from Client Meetings.
    • Writing Post Approval Suitability letters and Business Submission.
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • 1-4 years of experience in a financial services setting.
    • We assist employees in saving and planning for retirement, offer financial support for higher education…
    • Strong UK financial advice experience across pensions, investments, retirement and estate planning.
    • Strong UK financial advice experience across pensions,…
    • This is an opportunity for a polished Financial Planner to take on a high-quality existing client bank in a supportive, well-resourced team with in-house…
    • Supporting operational effeciences within financial planning: 2 years (preferred).
    • Experience in financial services administration and case management (SJP…
    • 3+ years financial services experience required.
    • Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial…
    • Preparing client review letters and financial planning documentation.
    • Previous experience within financial planning or wealth management.
    • Good knowledge of pensions, investments and the financial advice process.
    • You'll work closely with Financial Advisers managing cases, processing new business…
    • You will operate at the intersection of business strategy, technology, and transformation delivery, helping clients modernise investment platforms, data…

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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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