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- Tasks: Join our 13-week programme to become a financial adviser, covering essential skills and knowledge.
- Company: Quilter is a dynamic company helping you build your career as a self-employed financial adviser.
- Benefits: Gain valuable skills, support, and confidence to launch your financial advising career.
- Why this job: This role offers a rewarding career with opportunities to help clients achieve their financial goals.
- 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 learn more about this exciting opportunity!
The predicted salary is between 36000 - 60000 £ per year.
Social network you want to login/join with:
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Client:
Location:
gb, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
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Job Reference:
c48808390fad
Job Views:
9
Posted:
18.07.2025
Expiry Date:
01.09.2025
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Job Description:
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
- regulatory documents
- business planning
- 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 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
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.
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Quilter Academy Bridging Programme - Level 4 Diploma Qualified employer: Quilter Academy
Contact Detail:
Quilter Academy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Quilter Academy Bridging Programme - Level 4 Diploma Qualified
✨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 webinars related to financial advising. This will not only enhance your knowledge but also show your commitment to the field when you apply.
✨Tip Number 3
Consider reaching out to alumni of the Quilter Academy or similar programmes. They can provide first-hand advice on how to make the most of the bridging programme and transition into a financial adviser role.
✨Tip Number 4
Prepare thoughtful questions about the programme and the role of a financial adviser for your chat with us. This demonstrates your enthusiasm and helps you stand out as a candidate.
We think you need these skills to ace Quilter Academy Bridging Programme - Level 4 Diploma Qualified
Some tips for your application 🫡
Understand the Programme: Before applying, make sure you fully understand the Quilter Academy Bridging Programme. Familiarise yourself with the skills and topics covered, such as questioning techniques and compliance, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any relevant experience or skills that align with the role of a financial adviser. This could include previous roles in customer service, sales, or any financial-related positions.
Craft a Compelling Cover Letter: Write a personalised cover letter that explains why you are interested in the bridging programme and how it fits into your career goals. Mention your level 4 diploma and express your enthusiasm for becoming a self-employed financial adviser.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Quilter Academy
✨Understand the Role
Make sure you have a clear understanding of what a financial adviser does. Familiarise yourself with the key responsibilities mentioned in the job description, such as generating client opportunities and preparing financial plans.
✨Showcase Your Experience
Highlight your established career history and life experiences that make you a suitable candidate for this role. Be prepared to discuss how your background can contribute to your success as a self-employed financial adviser.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand more about the company culture and expectations.
✨Demonstrate Your Knowledge
Stay updated on current financial issues and regulations. Being able to discuss recent developments in the financial sector will demonstrate your commitment and readiness for the role.
