Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Train to become a self-employed financial adviser, helping clients with financial decisions.
- Company: Quilter is a top UK financial services provider focused on advice and wealth management.
- Benefits: Enjoy flexible working hours, excellent financial rewards, and opportunities for career progression.
- Why this job: Join a supportive academy, gain valuable qualifications, and make a real impact in people's lives.
- Qualifications: No prior experience needed; just a strong work ethic, attention to detail, and good maths skills.
- Other info: Receive fully paid training and access to expert tutors to kickstart your financial advising career.
The predicted salary is between 36000 - 60000 £ per year.
Train to be a Self Employed Financial Adviser
Quilter, London, United Kingdom
Summary
Quilter offers a Full-Time Financial Adviser Programme. This opportunity is ideal for ambitious individuals interested in a career as a financial adviser, providing:
- Flexibility around family and a good work/life balance
- Excellent financial benefits and scope for progression
- Personal satisfaction and meaningful work
About the Role
Participants in the Quilter Academy will:
- Receive fully paid access to expert tutors and an online curriculum to achieve the Level 4 CII Qualification – Diploma in Regulated Financial Advice
- Join Quilter Financial Advisers in a self-employed adviser role upon qualification
If you have experience in financial services, you\’ll be aware of the high demand for financial planners. If you\’re from a different industry, Quilter Academy aims to make it easy for you to start in this growing sector.
About You
If you answer YES to these questions, we\’d love to hear from you:
- Looking to start your own business as a financial planner
- Seeking to switch industries or returning to work
- Hardworking, driven, with an excellent work ethic
- Good attention to detail, strong maths skills, and ability to analyze financial information
- Trustworthy and capable of managing money according to regulations
- Experienced with MS Office and data management systems
- Ethically minded, wanting to do the best for customers
- Great communication skills and enjoy building relationships
What It\’s Like Working as a Financial Planner
This role involves:
- Generating new client opportunities
- Helping clients make wise financial decisions
- Preparing financial plans
- Advising on financial issues and making recommendations
- Building relationships to retain clients
- Staying updated on regulations and financial products
Apply below to receive a webinar invite with more details about the programme, benefits, and next steps.
Quilter is a leading name in UK financial services, providing advice, investments, and wealth management to our customers.
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.
#J-18808-Ljbffr
Train to be a Self Employed Financial Adviser employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Train to be a Self Employed Financial Adviser
✨Tip Number 1
Network with current financial advisers or those who have completed the Quilter Academy. They can provide valuable insights into the programme and share their experiences, which can help you stand out during the application process.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and products. Showing that you are proactive in understanding the industry will demonstrate your commitment and readiness for the role.
✨Tip Number 3
Attend webinars or workshops related to financial advising. This not only enhances your knowledge but also shows your enthusiasm for the field, making you a more attractive candidate.
✨Tip Number 4
Prepare to discuss your communication skills and relationship-building abilities in detail. Think of specific examples where you've successfully built rapport, as these are crucial for a financial adviser role.
We think you need these skills to ace Train to be a Self Employed Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand what being a self-employed financial adviser entails. Familiarise yourself with the responsibilities and skills required, as outlined in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise your attention to detail, communication skills, and any experience in financial services or related fields.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for becoming a financial adviser. Mention why you are interested in Quilter specifically and how your background makes you a suitable candidate for their programme.
Highlight Your Skills: In your application, be sure to highlight your analytical skills, proficiency with MS Office, and any experience managing financial information. These are key attributes that Quilter is looking for in candidates.
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 excites you about the role and how you see yourself helping clients achieve their financial goals.
✨Demonstrate Your Analytical Skills
Since the role requires strong maths skills and the ability to analyse financial information, be prepared to discuss any relevant experience or examples where you've successfully used these skills in previous roles.
✨Highlight Your Communication Abilities
Building relationships is key in this role. Be ready to share examples of how you've effectively communicated with clients or colleagues in the past, showcasing your ability to build trust and rapport.
✨Prepare Questions About the Role
Show your interest by preparing thoughtful questions about the Quilter Academy and the self-employed adviser role. This demonstrates your commitment to understanding the position and how you can contribute to the company.
