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Financial Adviser jobs in New Milton

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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 - Southampton jobs - Financial Advisor jobs in Southampton
    • Salary Search: Trainee Financial Adviser - Southampton salaries in Southampton
    • THEN: Commission - Once you're competent.
    • We look after business owners, founders and people approaching retirement across Hampshire, helping with pensions,…
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    • Building lasting client relationships and acting as a trusted adviser.
    • Expert led webinars on mental, physical and financial wellbeing.
    • This opportunity would particularly suit an experienced Specialist Finance & Mortgage Advisor who enjoys working on more complex cases, including commercial…
    • Leading annual reviews and providing proactive, ongoing financial planning advice.
    • Understanding clients’ changing circumstances, objectives and financial…
    • A free Will and Lasting Powers of Attorney for you and, where applicable, your spouse (registration fees excluded); and discounted financial and estate planning…
    • Review fact finds, existing arrangements and third-party information; spot gaps and raise questions with the adviser before a case progresses.
    • 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…
    • A free Will and Lasting Powers of Attorney for you and, where applicable, your spouse (registration fees excluded); and discounted financial and estate planning…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
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    • Menzies Employee Benefits is seeking an experienced Employee Benefits Administrator to deliver outstanding service to both new and existing clients, aligned…
    • Support the team with financial reporting data and preparation of timely billing.
    • Support the day-to-day operational running of the Business Advisory department…
    • Commercial Acumen & Stakeholder Communication: Effectively evaluate commercial data and communicate financial concepts clearly to non-financial stakeholders and…
    • The role will also include telephone and email contact with customers and financial advisers.
    • You will help us manage increased customer and adviser demand by…
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    • Previous experience in financial services, wealth management, financial planning or a client support/administration role.

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Job Post Details

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

Job details

Pay information not provided
Full-time
Remote in Southampton

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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