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Financial Adviser jobs in Morpeth

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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 - Newcastle upon Tyne jobs - Financial Advisor jobs in Newcastle upon Tyne
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    • Excellent analytical skills with the ability to interpret complex financial data.
    • Previous experience in financial services administration, sales or education…
    • Working closely with our Advisers and Practice Manager, you will play an important role in supporting the smooth running of the Practice and delivering an…
    • Conduct regular client reviews and identify opportunities for further financial planning.
    • Provide comprehensive, client-focused financial advice tailored to…
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Deliver holistic financial planning and wealth advice.
    • You will benefit from introductions to existing clients, including review opportunities generated from an…
    • Keep up to date with financial products and legislation.
    • After assessing these against the client’s financial objectives, you will produce timely and compliant…
    • Detailed understanding of financial planning.
    • Up to date knowledge of the financial market place.
    • Keeping up to date with financial products and legislation.
    • Up to £35k basic DOE, plus OTE up to £75k.
    • Realistic earning potential with basic and overall packages tailored to experience, performance and output.
    • 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…
  • View similar jobs with this employer
    • 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,…
  • View similar jobs with this employer
    • 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,…
  • View similar jobs with this employer
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Support best-in-class performance Insight and analytics for LSL/Division: utilising key performance indicators and relevant metrics deliver variance analysis,…
    • Introductory Commission Scheme (financial reward if you refer a new client).
    • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…

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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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