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QuilterQU

Train To Be A Self-Employed Financial Adviser

Quilter plc is a leading UK-based wealth management company providing financial advice, investments, and wealth management services.

Quilter

Employee count: 1001-5000

United Kingdom only

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Summary

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.

About the Role

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.

About You

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.

About the job

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Posted on

Job type

Full Time

Experience level

Experience

5 years minimum

Location requirements

Hiring timezones

United Kingdom +/- 0 hours

About Quilter

Learn more about Quilter and their company culture.

View company profile

Quilter plc is a prominent UK-focused, full-service wealth management company dedicated to helping clients achieve brighter financial futures for every generation. The firm provides a comprehensive suite of services, including advice-led investment solutions and investment platform services to a broad client base. Quilter's core philosophy is rooted in the value of long-term, advice-based relationships, aiming to deliver strong investment management performance and consistently high-quality customer service. The company operates through two primary segments: Affluent and High Net Worth. The Affluent segment encompasses Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors, which is a multi-asset investment solutions business. The High Net Worth segment is served by Quilter Cheviot, a discretionary fund management business that also provides financial planning services.

Originally part of Old Mutual plc, Quilter was formed following a managed separation and subsequently listed on the London Stock Exchange and the Johannesburg Stock Exchange in June 2018. This strategic move established Quilter as an independent, modern wealth manager. The company is committed to responsible business practices and integrates environmental, social, and governance (ESG) principles across all its operations, from financial advice and investment management to its platform services. Quilter's business model is designed to be customer-centric, leveraging feedback to design investment solutions that meet the evolving needs and risk appetites of its clients. Through its various entities, Quilter offers a wide array of products, including pensions, ISAs, and onshore bonds, all distributed through financial advisers to ensure clients receive professional guidance in achieving their financial objectives. The company's purpose is to create prosperity for generations of today and tomorrow by providing trusted advice and tailored investment solutions.

Employee benefits

Learn about the employee benefits and perks provided at Quilter.

View benefits

Holiday

26 days of holiday.

Critical illness cover

Available as a flexible benefit.

Dental insurance

Available as a flexible benefit.

Travel insurance

Available as a flexible benefit.

View Quilter's employee benefits
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Quilter

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