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Financial Adviser jobs in Willenhall

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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 - Birmingham jobs - Financial Advisor jobs in Birmingham
    • Salary Search: Trainee Financial Adviser - Birmingham salaries in Birmingham
    • A minimum of two years of advisory experience within professional financial planning.
    • If you are looking to move away from rigid sales targets and towards…
    • Meeting with clients and supporting conversations that help shape their financial future.
    • Collaborating with financial planners, tax specialists and wealth…
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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.
    • Evaluate clients' financial situations to determine their eligibility for various mortgage products.
    • Analyze clients' financial information to calculate their…
    • A financial planning qualification at RDR Level 4 or above, including certification in advising on packaged products.
    • The role may suit an experienced adviser or the right trainee candidate who is committed to completing the required Citizens Advice training and developing…
    • This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
    • Knowledge of financial planning research and analysis.
    • Previous experience within an IFA or financial planning environment.
    • Salary up to £27,000*.
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • R_366772 –Financial and Professional Lines Claims Advocate (open to part time).
    • The team reports into and works closely with the FINPRO placement practice, The…
    • Along with the transaction team leader, take ownership of financial modelling and pricing with a focus of bringing real world insight to the analysis.
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • A world-class training program in financial services.
    • An extremely detailed and diverse knowledge of business sectors, current business developments, market…

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Job Post Details

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

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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