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Financial Adviser jobs in Sedgley

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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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    • Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
    • Good working knowledge of IO and Platform.
    • Working closely with budget holders and managers, the postholder provides financial advice, investigates and resolves financial system issues, develops strong…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • Identify new business opportunities and seamlessly referring these to the relevant adviser.
    • Conduct in-depth annual reviews of clients' financial circumstances…
    • Clients benefit from a seamless experience that blends digital channels with adviser support, creating a connected and supportive journey.
    • You will collaborate with experienced professionals, work closely with clients, and develop a strong understanding of investments, financial planning, and…
    • Deliver holistic financial planning across pensions, investments, protection, and retirement strategies.
    • This role is ideal for an adviser who wants stability,…
    • Interpret financial and supporting information to package deals effectively.
    • Proven experience within the financial services sector, ideally in commercial…
    • Meeting with clients and supporting conversations that help shape their financial future.
    • Collaborating with financial planners, tax specialists and wealth…
    • We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and…
    • Demonstrating deep understanding of wider financial affairs and financial products to ensure that knowledge is comprehensive, and client focused.
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…
    • Experience using financial planning back-office systems or investment platforms.
    • Preparing client meeting packs, valuations and supporting documentation ahead…
    • Previous experience within financial services, preferably in a financial planning or wealth management environment.
    • Working Pattern:* Full-time, Permanent.

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

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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