Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London Apply now
Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London

Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London

London Freelance 36000 - 60000 £ / year (est.)
Apply now
Q

At a Glance

  • Tasks: Become a self-employed financial adviser, helping clients achieve their financial goals.
  • Company: Join Quilter Academy, a supportive firm dedicated to your growth as a financial adviser.
  • Benefits: Enjoy flexibility, financial support for 13 months, and guaranteed client opportunities in your first year.
  • Why this job: Experience personal satisfaction and meaningful work while building lasting relationships with clients.
  • Qualifications: Must have Level 4 qualification, strong maths skills, and a good work ethic.
  • Other info: Participate in a fully supported 14-week program to develop essential adviser skills.

The predicted salary is between 36000 - 60000 £ per year.

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. 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. 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. 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.

Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London employer: Quilter Financial Planning

Quilter is an exceptional employer for aspiring financial advisers, offering a supportive and flexible work environment in London that prioritizes work/life balance. With a comprehensive 14-week training program and ongoing development opportunities, employees can thrive both personally and professionally while enjoying excellent financial benefits and guaranteed client opportunities. Join a diverse team committed to ethical practices and meaningful client relationships, and take the first step towards a rewarding career in financial advising.
Q

Contact Detail:

Quilter Financial Planning Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London

✨Tip Number 1

Network with professionals in the financial services industry. Attend local events or webinars related to financial advising to meet potential mentors and peers who can provide insights and guidance on transitioning into this role.

✨Tip Number 2

Familiarize yourself with the latest financial regulations and products. Staying updated will not only boost your confidence but also demonstrate your commitment to ethical practices, which is crucial for a successful career as a financial adviser.

✨Tip Number 3

Practice your communication skills by engaging in conversations about financial topics with friends or family. This will help you build the confidence needed to discuss complex financial matters with clients in a clear and relatable way.

✨Tip Number 4

Research Quilter’s Financial Adviser Academy thoroughly. Understanding their values, training programs, and support systems will allow you to tailor your approach during discussions and show that you are genuinely interested in joining their team.

We think you need these skills to ace Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London

Level 4 Financial Qualification
Strong Mathematical Skills
Attention to Detail
Data Analysis
MS Office Proficiency
Financial Planning
Client Relationship Management
Business Development
Ethical Decision Making
Communication Skills
Regulatory Knowledge
Problem-Solving Skills
Adaptability
Self-Motivation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your Level 4 qualification and any relevant experience in financial services or transferable skills from other industries. Emphasize your strong work ethic, attention to detail, and communication skills.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for becoming a self-employed financial adviser. Mention why you are interested in the Quilter Academy and how their support aligns with your career goals.

Highlight Relevant Skills: In your application, clearly outline your skills in data management, MS Office, and your ability to analyze financial information. Provide examples of how you've demonstrated these skills in previous roles.

Prepare for the Webinar: Once you apply, be ready to attend the webinar. Prepare questions about the programme and the role of a financial adviser to show your enthusiasm and commitment to this career path.

How to prepare for a job interview at Quilter Financial Planning

✨Show Your Passion for Financial Advising

Make sure to express your enthusiasm for becoming a financial adviser. Share why you are drawn to this career path and how you believe it aligns with your personal values and goals.

✨Demonstrate Your Analytical Skills

Prepare to discuss your experience with analyzing financial information. Be ready to provide examples of how you've used your maths skills in previous roles or situations, showcasing your attention to detail.

✨Highlight Your Communication Abilities

Since building relationships is key in this role, be prepared to talk about your communication style. Share examples of how you've successfully built rapport with clients or colleagues in the past.

✨Understand the Company’s Values

Research Quilter and its Financial Adviser Academy. Familiarize yourself with their mission and values, and be ready to discuss how your own ethics and work ethic align with theirs during the interview.

Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London
Quilter Financial Planning Apply now
Q
  • Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London

    London
    Freelance
    36000 - 60000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-10

  • Q

    Quilter Financial Planning

  • Other open positions at Quilter Financial Planning

    Q
    Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Birmingham

    Quilter Financial Planning

    Birmingham Freelance 36000 - 60000 £ / year (est.)
    Q
    Quilter Full-Time Financial Adviser Programme - London

    Quilter Financial Planning

    London Full-Time 28800 - 43200 £ / year (est.)
Similar positions in other companies
Q
Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser

Quilter

Manchester Freelance 36000 - 60000 £ / year (est.)
Q
Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser

Quilter

Leeds Freelance 36000 - 60000 £ / year (est.)
Europas größte Jobbörse für Gen-Z
discover-jobs-cta
Discover now
>