Trainee Financial Adviser - Wales

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Quilter AcademyFinancial Services
Wales, United KingdomFull-TimeEntry
Salary not disclosed
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Job Details

Languages
English
Experience
At least 5 years of career history
Required Skills
Communication SkillsAnalytical SkillsCustomer serviceMentoringAttention to detailComplianceFinancial analysisInterpersonal skillsNetworkingRelationship buildingRisk Management

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
  • Full driving license
  • Ability to travel for client meetings
  • Strong interpersonal skills
  • Analytical thinking
  • Trustworthiness

Responsibilities

  • Complete a structured training programme and exam support
  • Achieve Level 4 Diploma in Regulated Financial Planning (for trainees)
  • Participate in a 3-month skills development programme (for those already qualified)
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