Quilter is hiring a Trainee Financial Adviser - Southampton

About the Role

This position supports individuals on their journey to becoming qualified financial advisers, providing hands-on experience, mentorship, and access to training programs within a regulated environment.

Responsibilities

• Assist in preparing financial plans under supervision
• Support senior advisers with client documentation and data collection
• Engage in ongoing professional development and study toward qualifications
• Maintain accurate client records in compliance with regulatory standards
• Learn to assess client financial goals and risk profiles
• Contribute to client meeting preparation and follow-up tasks
• Develop knowledge of investment products and pension options
• Adhere to FCA guidelines and internal compliance procedures
• Build understanding of tax-efficient financial strategies
• Participate in team meetings and training sessions
• Monitor progress against qualification milestones
• Communicate professionally with clients and internal teams
• Use financial planning software to support analysis
• Stay current with changes in financial regulation
• Support the delivery of retirement planning solutions
• Assist in reviewing existing client portfolios
• Help coordinate client onboarding processes
• Gain experience across different areas of personal finance
• Develop report-writing skills for client recommendations
• Work toward achieving necessary regulatory certifications

Benefits

• Structured training and study support
• Mentorship from experienced financial advisers
• Hybrid working model
• Pension contribution scheme
• Private healthcare option
• Life assurance benefit
• Annual leave allowance with potential to buy more
• Flexible benefits platform
• Wellbeing initiatives and support
• Professional membership fees covered
• Career progression opportunities
• Regular performance feedback
• Inclusive team culture
• Employee assistance program
• Sustainable commute incentives
• Learning and development budget
• Recognition programs
• Support for work-life balance
• Modern office environment
• Opportunities for internal mobility

Compensation

Competitive salary and benefits package

Work Arrangement

Hybrid working available

Team

Part of a growing advisory team supporting client financial planning needs

Application Process

• Candidates must submit a CV and cover letter outlining their interest in financial advice and career goals
• Shortlisted applicants will be invited to complete an initial screening call
• The selection process includes a competency-based interview and a case study exercise
• Final stage involves a meeting with the regional manager and team lead
• Offers are subject to satisfactory background and compliance checks

Training and Development

• New hires follow a 12-month development plan aligned with qualification requirements
• Regular one-on-one coaching sessions with a designated mentor
• Access to e-learning modules and external training providers
• Study leave provided ahead of key exams
• Progress tracked against FCA certification timelines

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