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- Tasks: Help clients achieve financial goals through tailored advice and planning.
- Company: Join Quilter, a supportive company dedicated to your success as a self-employed financial adviser.
- Benefits: Enjoy a 13-week bridging programme, flexible working, and ongoing support.
- Why this job: Launch a rewarding career with real impact, building relationships and helping others succeed financially.
- Qualifications: Must have a level 4 diploma in financial advice and a strong career history.
- Other info: Attend our webinar to learn more about this exciting opportunity!
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.
Self-Employed Financial Planner employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with experienced advisers who can provide insights and possibly refer you to opportunities.
✨Tip Number 2
Consider shadowing a current financial adviser for a day. This will give you a real-world perspective on the role and help you understand the skills and knowledge required, making you a more attractive candidate.
✨Tip Number 3
Familiarise yourself with the latest financial regulations and products. Staying updated will not only boost your confidence but also demonstrate your commitment to potential employers during interviews.
✨Tip Number 4
Prepare thoughtful questions for the webinar you'll attend after applying. Engaging actively shows your enthusiasm for the role and helps you stand out as a proactive candidate.
We think you need these skills to ace Self-Employed Financial Planner
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to emphasise your level 4 diploma in financial advice. Even if you haven't worked as a financial adviser yet, showcasing your educational background is crucial.
Showcase Life Experience: Since the role seeks candidates with established career histories and life experiences, include examples from your past that demonstrate your skills in client interaction, problem-solving, and decision-making.
Tailor Your CV: Customise your CV to reflect the skills and qualities mentioned in the job description. Focus on areas like client psychology, compliance, and business planning to align with what Quilter is looking for.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also outlines how the bridging programme aligns with your career goals. Mention your enthusiasm for building a business as a self-employed financial adviser.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Life Experience
As a self-employed financial planner, your life experience is invaluable. Be prepared to discuss how your background has shaped your understanding of financial matters and client relationships.
✨Demonstrate Your Knowledge of Financial Regulations
Familiarise yourself with current financial regulations and compliance requirements. During the interview, highlight your understanding of these topics, as they are crucial for a financial adviser.
✨Prepare for Scenario-Based Questions
Expect questions that simulate real-life client scenarios. Practice how you would handle various situations, such as advising clients on investment options or addressing their financial concerns.
✨Emphasise Your Client Relationship Skills
Building strong relationships is key in this role. Be ready to share examples of how you've successfully built rapport with clients or colleagues in the past, showcasing your interpersonal skills.
