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Financial Adviser jobs in Polesworth

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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 of budgeting, financial planning, forecasting and financial control.
    • You'll be confident analysing financial information, identifying risks and…
    • Strong interest in financial planning and wealth management.
    • Assist in preparing financial recommendations and reports tailored to client needs.
    • Supporting schools with financial management systems, accounts, records, and statutory financial returns.
    • Strong experience of financial management software and…
    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.
    • Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
    • Financial Wellbeing - Save, track and enhance your financial wellbeing.
    • Strong commercial awareness and an interest in understanding how operational decisions…
    • Financial Wellbeing - Save, track and enhance your financial wellbeing.
    • Conduct financial analysis and provide insights to support key business decisions.
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career.
    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
    • Understanding of corporate financial planning needs for Company Directors.
    • At least 18 months’ experience providing regulated financial advice.
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    • Commitment to pass basic internal financial industry exams set by within 3 months of employment.
    • A positive, fair, and friendly service-orientated person with a…
    • Strong understanding of financial products and client portfolio management.
    • Minimum three years’ experience in financial services administration, ideally with…

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Trainee Financial Adviser - Birmingham
Birmingham
•
Remote
Full-time

Job details

Pay information not provided
Full-time
Remote in Birmingham

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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