Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our 13-week programme to become a self-employed financial adviser, mastering essential skills.
- Company: Quilter is a dynamic company helping ambitious individuals build their own financial advisory businesses.
- Benefits: Enjoy flexible working, comprehensive training, and the chance to shape your own career path.
- Why this job: This role offers a rewarding career with personal growth, client interaction, and impactful financial advice.
- Qualifications: Must have a level 4 diploma in financial advice and a desire to grow professionally.
- Other info: Apply now to join our webinar and discover how we can support your journey.
The predicted salary is between 36000 - 60000 £ per year.
If you’ve already achieved your level 4 diploma in financial advice but have not worked as a financial adviser, we can help. Our 13-week bridging programme is designed to give you the skills you need to launch your career as a financial adviser.
The course will cover the essential topics including:
- questioning techniques
- client psychology
- regulatory documents
- business planning
- live environment simulation
- systems and documentation
- compliance and report writing
- administration and research
We are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career. We work with bright, ambitious people from many different backgrounds who are seeking to build their own business with Quilter as a self-employed financial adviser. Quilter’s Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.
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 making recommendations
- Generating new business and building 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
If this sounds of interest, simply apply below and you will be invited to watch our webinar, 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 - Southampton employer: Quilter Financial Planning
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 - Southampton
✨Tip Number 1
Network with current financial advisers to gain insights into their experiences and the skills they find most valuable. This can help you understand what to focus on during the bridging programme.
✨Tip Number 2
Attend financial workshops or seminars in your area to meet potential mentors and learn about the latest trends in financial advising. This will not only enhance your knowledge but also expand your professional network.
✨Tip Number 3
Familiarise yourself with the regulatory environment and compliance requirements in financial advising. Understanding these aspects will show your commitment and readiness to take on the role.
✨Tip Number 4
Prepare questions for the webinar that demonstrate your interest in the role and the company. Engaging actively during this session can leave a positive impression and help you stand out as a candidate.
We think you need these skills to ace Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your level 4 diploma in financial advice and any relevant experience. Emphasise skills that align with the responsibilities of a financial adviser, such as client relationship management and financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a financial adviser. Mention your career history and life experiences that have prepared you for this role, and express your enthusiasm for the bridging programme.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a financial adviser, such as questioning techniques, compliance knowledge, and business planning. Use specific examples from your past experiences to demonstrate these skills.
Prepare for the Webinar: Once you apply, be ready to engage in the webinar. Prepare questions about the programme and the role of a financial adviser, as this shows your interest and commitment to the opportunity.
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Financial Fundamentals
Brush up on your knowledge of financial products and regulations. Being able to discuss these confidently will show your understanding of the industry and your readiness to advise clients.
✨Demonstrate Your People Skills
As a financial adviser, building relationships is key. Prepare examples of how you've successfully interacted with clients or colleagues in the past to showcase your interpersonal skills.
✨Prepare for Scenario Questions
Expect questions that simulate real-life situations you might face as an adviser. Think about how you would handle client objections or tailor financial plans to meet specific needs.
✨Show Your Ambition and Commitment
Quilter is looking for bright, ambitious individuals. Be ready to discuss your career goals and how this programme fits into your long-term plans, demonstrating your commitment to becoming a successful financial adviser.
