Train To Be A Self-Employed Financial Adviser
Train To Be A Self-Employed Financial Adviser

Train To Be A Self-Employed Financial Adviser

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our training programme to become a qualified self-employed financial adviser.
  • Company: Quilter Academy offers a supportive pathway to a rewarding financial career.
  • Benefits: Enjoy flexible working, comprehensive training, and potential for a secure financial future.
  • Why this job: Make a meaningful impact while building your own business and shaping your career.
  • Qualifications: Must have the right to work in the UK and a minimum of 5 years career history.
  • Other info: Funding available for training; ideal for motivated individuals ready for a career change.

The predicted salary is between 36000 - 60000 £ per year.

Summary

Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide!

Are you exploring your next career move and looking for a role where you can make a meaningful impact?

Do you:
•Enjoy helping others?
• Have a strong network of personal and professional connections?
• Aspire to build a fulfilling career with flexibility and purpose?

If so, Quilter Academy could be your route to achieving your aspirations.

About the Role

We are now recruiting individuals with the attitude, drive, and determination to join our next training programme and start your journey to becoming a fully qualified financial adviser with Quilter.

This is your chance to join a fully supported career transition programme (funding available) that will help you achieve your goals and become a qualified, self-employed financial adviser.

What We Offer:

A comprehensive, structured training programme and exam support designed to help you achieve your Level 4 Diploma in Regulated Financial Planning.

For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for meeting new clients as a financial adviser.

A proposition that can lead to a secure financial future with the potential to build a business with capital value.

About You

What We’re Looking For:

  • Individuals with varied career journeys , life experience who bring unique perspectives and insights, with a positive outlook and ability to network.
  • Strong interpersonal skills and a commitment to building meaningful client relationships.
  • Analytical thinkers with attention to detail.
  • Trustworthy individuals capable of managing financial responsibilities.
  • Motivated individuals who are interested in self-employment and shaping their own career path.
  • Essential Requirements:

  • The right to work in the UK and appropriate visas for a minimum of 5 years.
  • At least 5 years of career history.
  • A satisfactory credit history (required for regulatory purposes).
  • Ability to travel for client meetings – Full driving license
  • Could this be you?

    If you\’re driven, people-focused, and ready to take control of your future, the Quilter Academy could be your perfect next step.

    Apply today and start your journey toward a fulfilling new career as a financial adviser.

    Train To Be A Self-Employed Financial Adviser employer: Quilter

    Quilter Academy is an exceptional employer that offers a comprehensive training programme designed to empower individuals to become qualified financial advisers. With a strong focus on personal development, flexible working arrangements, and the opportunity to build a meaningful career, Quilter fosters a supportive work culture that values diverse experiences and perspectives. Employees benefit from ongoing mentoring, business support, and the potential for a secure financial future, making it an ideal place for those looking to make a significant impact in their professional lives.
    Q

    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, network, network! Reach out to your existing connections and let them know you're pursuing a career as a financial adviser. Attend industry events or local meetups to expand your network further, as personal recommendations can significantly boost your chances.

    ✨Tip Number 2

    Research the financial advisory landscape in your area. Understanding the local market and identifying potential client needs will help you tailor your approach and demonstrate your commitment during interviews.

    ✨Tip Number 3

    Consider shadowing or speaking with current financial advisers to gain insights into their day-to-day responsibilities. This experience can provide valuable talking points during your application process and show your genuine interest in the role.

    ✨Tip Number 4

    Prepare for potential interview questions by reflecting on your past experiences and how they relate to the skills required for a financial adviser. Be ready to discuss how your unique background can contribute to building meaningful client relationships.

    We think you need these skills to ace Train To Be A Self-Employed Financial Adviser

    Interpersonal Skills
    Networking Skills
    Analytical Thinking
    Attention to Detail
    Trustworthiness
    Financial Acumen
    Client Relationship Management
    Self-Motivation
    Business Development
    Communication Skills
    Problem-Solving Skills
    Adaptability
    Time Management
    Regulatory Knowledge

    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 this will help you tailor your application.

    Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience that showcases your interpersonal skills, analytical thinking, and ability to build relationships. Even if your past roles are not directly related to finance, focus on transferable skills.

    Craft a Compelling Cover Letter: Your cover letter should reflect your motivation for becoming a financial adviser. Share your career journey, why you’re interested in this role, and how you plan to leverage your network to succeed in this new path.

    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, which is crucial in the financial sector.

    How to prepare for a job interview at Quilter

    ✨Show Your Passion for Helping Others

    During the interview, express your genuine interest in helping clients achieve their financial goals. Share any relevant experiences where you've made a positive impact on someone's life, as this aligns with the role's focus on building meaningful client relationships.

    ✨Demonstrate Your Networking Skills

    Highlight your ability to connect with people and build a strong network. Discuss any past experiences where you successfully leveraged your connections to achieve a goal or support someone in need, as this is crucial for a self-employed financial adviser.

    ✨Prepare for Analytical Questions

    Expect questions that assess your analytical thinking and attention to detail. Be ready to discuss how you approach problem-solving and decision-making, especially in financial contexts, to showcase your suitability for managing financial responsibilities.

    ✨Emphasise Your Motivation for Self-Employment

    Convey your enthusiasm for self-employment and shaping your own career path. Share your vision for your future as a financial adviser and how you plan to build your business, demonstrating your drive and determination to succeed in this role.

    Train To Be A Self-Employed Financial Adviser
    Quilter
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    Q
    • Train To Be A Self-Employed Financial Adviser

      Full-Time
      36000 - 60000 £ / year (est.)
    • Q

      Quilter

      1000+
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