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Financial Adviser jobs in Leatherhead

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    • This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.
    • View all Quilter Academy jobs - London jobs - Financial Advisor jobs in London
    • Salary Search: Trainee Financial Adviser - London salaries in London
    • 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…
    • Providing dedicated support to a financial adviser, managing their diary, preparing meeting packs, and coordinating client meetings from booking through to…
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    • You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.
    • In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients…
    • Knowledge of financial planning principles and familiarity with the financial services industry.
    • Proven experience in administrative roles within financial…
    • This is an outstanding opportunity for an adviser who enjoys providing holistic financial planning and wants the security of an existing client bank alongside a…
    • Experience using Intelligent Office (IO) and financial planning platforms.
    • Maintain accurate client records and workflows within Intelligent Office (IO).
    • Proven experience in financial services with a strong understanding of financial planning principles.
    • In this role, you will provide expert guidance on…
    • At least 5 years financial markets experience within PWM, investing or sales trading.
    • We assist employees in saving and planning for retirement, offer financial…
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • 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…
    • Our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-…
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    • This is a self employed adviser role.
    • To understand their current and future goals and aspirations, and create easy to understand financial strategies.

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Job Post Details

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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