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For Companies At a Glance
- Tasks: Become a self-employed financial adviser with support and training.
- Company: Join Quilter, a leading firm in financial services.
- Benefits: Enjoy flexible work hours, financial support, and guaranteed client opportunities.
- Why this job: Make a meaningful impact while enjoying personal satisfaction and career progression.
- Qualifications: Level 4 qualification, strong work ethic, attention to detail, and good communication skills.
- Other info: Receive ongoing support even after becoming a fully competent adviser.
The predicted salary is between 36000 - 60000 £ per year.
Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser
Have you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser? We work with bright, ambitious people from many different backgrounds who are interested in joining a firm as a self-employed financial adviser.
About the Role
A career as a financial adviser can offer you:
- Flexibility around family and a good work/life balance.
- Excellent financial benefits, with scope for progression.
- Personal satisfaction and the opportunity to do something meaningful and rewarding.
Quilter's Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance. If you currently work in financial services, you'll already be aware of the high demand for financial advisers, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.
With the Financial Adviser Academy, you receive:
- A fully supported 14 week programme, where you will build on the academic and technical knowledge from your qualification, by developing the wider skills you'll need as a financial adviser.
- First 7 weeks cover areas including business development; Quilter's induction; and adviser skills training.
- The final 6 weeks of the programme allows you to consolidate all the knowledge you've gained, and to prepare you to start building your financial advice business and engaging with clients.
- Financial support for the first 13 months.
- Guaranteed client opportunities provided in your first year.
Once you are authorised as a financial adviser, your development doesn't end there. The Quilter Academy will continue to support as you progress towards becoming a fully competent adviser. Lasting 26 weeks, you will work one-to-one with your field coach to embed and enrich your adviser skills.
What's it like working as an adviser?
We'd love to have a chat with you about the varied and rewarding job of a financial adviser. In the meantime, here are a few of the things you may be doing as a financial adviser:
- Generating new client opportunities
- Ensuring clients make wise and profitable decisions to meet their financial goals
- Preparing sound financial plans to ensure clients meet their targets
- Advising clients on current financial issues and make recommendations
- Generating new business and build introducer relationships
- Customising financial plans according to clients' changing needs
- Building strong relationships to retain existing clients
- Maintaining and updating knowledge of regulations, practices, and financial products
Simply apply below and you will receive a webinar invite where we'll tell you more about what we can offer you, how you'll benefit, and the next steps.
About You
If you can answer YES to these questions, we'd love to speak to you:
- I'm looking to switch industries, or I am returning to work, or I'm looking to move from an employed adviser role, to starting my own business.
- I'm hard working and driven, with an excellent work ethic.
- I have good attention to detail, strong maths skills, and can learn to analyse financial information.
- I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations.
- I'm experienced in MS Office and have worked with data management systems.
- I'm ethically minded and want to do the best by customers.
- I have great communication skills and enjoy building lasting relationships.
Programme Management Programme - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Programme Management Programme - Quilter
✨Tip Number 1
Network with current financial advisers or those who have completed the Quilter Academy. They can provide insights into the programme and share their experiences, which can help you understand what to expect and how to excel.
✨Tip Number 2
Attend webinars or workshops related to financial advising. This will not only enhance your knowledge but also demonstrate your commitment to the field, making you a more attractive candidate.
✨Tip Number 3
Familiarise yourself with the latest financial regulations and products. Being well-informed will show your dedication and readiness to engage with clients effectively from day one.
✨Tip Number 4
Prepare to discuss your transferable skills during interviews. Highlight experiences from previous roles that showcase your ability to build relationships, manage data, and make informed decisions, as these are crucial for a successful financial adviser.
We think you need these skills to ace Programme Management Programme - Quilter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a financial adviser. Emphasise any previous roles in customer service, sales, or financial services, and showcase your ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in transitioning to a financial adviser role. Mention your Level 4 qualification and how the Quilter Academy's support will help you succeed in this new career path.
Showcase Your Skills: In your application, highlight your attention to detail, strong maths skills, and experience with data management systems. Provide examples of how you've used these skills in past roles to demonstrate your suitability for the position.
Express Your Motivation: Clearly convey your motivation for becoming a financial adviser. Discuss your desire to help clients achieve their financial goals and how you plan to build lasting relationships with them, reflecting the values of the Quilter Academy.
How to prepare for a job interview at Quilter
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Talk about what drew you to this career path and how the Quilter Academy aligns with your goals. This will demonstrate your commitment and eagerness to learn.
✨Highlight Relevant Skills
Discuss your attention to detail, strong maths skills, and experience with data management systems. Be prepared to give examples of how you've used these skills in previous roles, as they are crucial for success in financial advising.
✨Prepare Questions About the Programme
Show your interest in the Quilter Academy by preparing thoughtful questions about the 14-week programme and ongoing support. This not only shows that you’ve done your homework but also that you’re serious about your professional development.
✨Demonstrate Your Communication Skills
Since building relationships is key in this role, be sure to showcase your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and consider sharing examples of how you've successfully built relationships in the past.
