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    • A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.
    • View all Quilter Academy jobs - Birmingham jobs - Financial Advisor jobs in Birmingham
    • Salary Search: Trainee Financial Adviser - Birmingham salaries in Birmingham
    • Diploma in regulated financial planning/ DipFA/Diploma.
    • As a self-employed Financial Advisor, you will help clients understand their financial position and…
    • Do you have a Level 4 Financial Planning diploma valid for FCA activity 4 (or equivalent)?
    • It’s a premium service where you’ll be working with customers looking…
    • Benefits: Performance bonus, 25 days annual leave plus bank holidays, Group Life Assurance (4x salary), Company Pension, Employee Assistance Programme,…
    • Salary: *Up to £45,000 (dependent on experience).
    • They strive to understand clients’ needs fully and ensure they meet their long-term goals, as well as…
    • The firm offers a full financial planning service to its clients helping individuals, business owners and families plan for a secure financial future.
    • As a Senior Financial Support Advisor, you'll work directly with customers experiencing financial difficulties, helping them find practical and affordable…
  • View similar jobs with this employer
    • NJR Recruitment are working with an established financial planning business seeking an IFA Administrator to join its growing team based in the Solihull area.
    • The role is to provide support and advice, and identify opportunities, to help customers improve their financial independence.
    • We’re also investing in our client-facing teams, equipping them with the skills and expertise needed to deliver an exceptional wealth management service.
    • Salary:* up to £45,000 basic depending on experience, plus bonus/commission (realistic OTE £60,000 – £80,000).
    • 25 days’ annual leave plus bank holidays.
  • View similar jobs with this employer
    • Edgbaston | Up to £35,000 DOE + Excellent Benefits | Hybrid Working*.
    • As the business continues to grow, they are looking to attract a talented individual who…
    • NJR Recruitment is working in partnership with a well-established and growing Independent Financial Planning firm that is looking to recruit an *IFA Review…
    • This is a genuinely varied opportunity for someone who enjoys both the technical and practical sides of financial planning.
    • Our client is a boutique, highly established Independent Financial Planning firm, providing a highly personal and professional service to a loyal client bank…

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Job Post Details

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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