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Financial Adviser jobs in Portchester

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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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    • Additional adviser bonuses and incentive opportunities.
    • Ongoing training and development from an experienced adviser team.
    • Deliver tailored, independent financial advice that reflects each client’s needs and objectives.
    • Full paraplanning and administration support will allow you to…
    • 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…
    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • Deliver holistic financial planning tailored to individual client needs.
    • Keep up to date with UK financial regulations and FCA requirements.
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    • Our Deal Advisory team handles various financial aspects within a company, focusing on maximising shareholder value through financial planning, decision-making,…
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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…
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Ensure compliance with financial regulations and internal policies.
    • You will have access to pre-qualified leads and get full admin support.
    • Previous experience in financial services, wealth management, financial planning or a client support/administration role.
    • Knowledge of financial products: pensions, investments and protection.
    • Highly organised, with a proactive mindset and the ability to anticipate adviser and…
    • In this role you will play a key role in supporting clients and scheme members on complex queries and calculations, as well as using your expertise to peer…
    • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
    • Diploma-level financial planning qualifications.
    • Potential initial financial support to help with your transition to Eight.

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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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