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Financial Adviser jobs in Padiham

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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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    • Experience in financial management and providing financial support.
    • Producing budgets and long-term financial forecasts.
    • This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the…
    • Winning new clients alongside the wider adviser team.
    • The successful Financial Adviser will be a qualified, practising adviser who is comfortable with complex…
    • Helping to deliver employee pension workshops and financial wellbeing presentations.
    • As well as a keen interest in financial planning, you should be:
    • Experience working with financial models or conducting financial analysis.
    • You will work closely with senior team members to deliver commercial, financial and…
    • Proven experience delivering regulated holistic financial advice.
    • Delivering holistic, regulated financial planning advice to clients affected by life-changing…
    • Providing holistic financial advice to prospective and existing clients.
    • Working closely with our experienced team to develop and enhance your skills within…
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
    • Strong financial modelling, valuation and analytical skills.
    • Build and maintain detailed financial models, valuation analyses and transaction models.
    • " Proven experience within an IFA/financial planning environment.
    • " Strong technical knowledge and ability to produce accurate, compliant financial reports.
    • Ensure best-practice financial controls are adhered to and continuously improved.
    • You’ll help ensure financial controls are maintained and adhered to,…
    • Coordinate adviser diaries, appointments and client meetings.
    • Previous experience within a high net worth financial planning environment.
  • 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.
  • View similar jobs with this employer
    • As a Partner Advisor, you run your own mortgage business with proven systems, compliance support and business coaching already in place.

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Job Post Details

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

Job details

Pay information not provided
Full-time
Remote in Manchester

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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