At a Glance
- Tasks: Join our 13-week programme to become a self-employed financial adviser, mastering essential skills.
- Company: Quilter is dedicated to empowering ambitious individuals to build their own financial advisory businesses.
- Benefits: Enjoy flexible working, comprehensive training, and the chance to shape your own career path.
- Other info: Apply now to join our webinar and discover how we can support your journey.
- 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 build a professional career.
The predicted salary is between 36000 - 60000 £ per year.
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
- client psychology
- regulatory documents
- business planning
- live environment simulation
- systems and documentation
- compliance and report writing
- administration and research
We are seeking candidates with anestablished career historyand 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 aself-employedfinancial 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.
Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser in London employer: Quilter Financial Planning
Quilter is an exceptional employer that prioritises the growth and development of its employees, offering a comprehensive 13-week bridging programme designed to equip aspiring financial advisers with essential skills and knowledge. With a supportive work culture that values diverse backgrounds and experiences, Quilter fosters an environment where self-employed financial advisers can thrive, build meaningful client relationships, and achieve their professional goals. Located in a dynamic industry, this role provides unique opportunities for personal and career advancement, making it an ideal choice for those looking to embark on a rewarding financial advisory career.
Contact Details:
Quilter Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser in London
✨Tip Number 1
Familiarise yourself with the financial advice industry by reading up on current trends and regulations. This will not only help you in interviews but also show your genuine interest in becoming a financial adviser.
✨Tip Number 2
Network with professionals already working as financial advisers. Attend industry events or join online forums to gain insights and potentially find a mentor who can guide you through the transition.
✨Tip Number 3
Prepare to discuss your life experiences and how they relate to the role of a financial adviser. Highlighting your established career history can demonstrate your readiness for this new challenge.
✨Tip Number 4
Take advantage of the webinar offered after applying. This is a great opportunity to ask questions, learn more about the programme, and make a positive impression on the recruiters.
We think you need these skills to ace Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser in London
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 that involved client interaction, financial planning, or business development.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for becoming a financial adviser. Mention your level 4 diploma and how the bridging programme aligns with your career goals. Be sure to express your eagerness to learn and grow within the industry.
Highlight Life Experience:Since the company is looking for candidates with established career histories and life experiences, include examples from your past that demonstrate your ability to build relationships, manage clients, or handle financial matters.
Prepare for the Webinar:Once you apply, you'll be invited to a webinar. Prepare questions about the programme and the role of a financial adviser. This shows your enthusiasm and commitment to understanding the position better.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Life Experience
Since the role seeks candidates with established career histories and life experiences, be prepared to discuss how your past experiences have shaped your understanding of client needs and financial advice.
✨Demonstrate Knowledge of Financial Concepts
Brush up on key financial concepts and regulations that are relevant to the role. Being able to discuss these topics confidently will show your commitment and readiness for the position.
✨Prepare Questions About the Role
Think of insightful questions to ask about the bridging programme and the expectations of a self-employed financial adviser. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Client Interaction Scenarios
Since the job involves generating new client opportunities and building relationships, practice role-playing scenarios where you advise clients. This will help you articulate your approach and demonstrate your interpersonal skills during the interview.
