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- Tasks: Join our 13-week programme to become a self-employed financial adviser.
- Company: Quilter is dedicated to empowering ambitious individuals to build their own financial advisory businesses.
- Benefits: Gain essential skills, support, and confidence to launch your career in finance.
- Why this job: Enjoy a rewarding career helping clients achieve their financial goals while building strong relationships.
- 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.
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 employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser
✨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 to enhance your knowledge and meet potential mentors in the industry. This will not only boost your confidence but also expand your professional connections.
✨Tip Number 3
Familiarise yourself with the latest financial regulations and products by reading industry publications or joining relevant online forums. Staying updated will show your commitment and readiness for the role.
✨Tip Number 4
Prepare questions about the role and the bridging programme for the webinar. Engaging actively will demonstrate your enthusiasm and help you gather important information to make an informed decision.
We think you need these skills to ace Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser
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 client psychology. Use specific examples to demonstrate how you've applied these skills in past roles.
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 interest and helps you gather valuable information to strengthen your application.
How to prepare for a job interview at Quilter
✨Showcase Your Life Experience
Since the role seeks candidates with established career histories and life experiences, be sure to highlight relevant experiences that demonstrate your ability to connect with clients and understand their needs.
✨Understand Financial Advising Basics
Brush up on key financial advising concepts, especially those covered in the bridging programme. Being able to discuss questioning techniques, client psychology, and compliance will show your preparedness for the role.
✨Demonstrate Relationship-Building Skills
As a financial adviser, building strong relationships is crucial. Prepare examples of how you've successfully built and maintained relationships in previous roles, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This shows your genuine interest in the position and helps you gauge if Quilter is the right fit for you.
