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For Companies At a Glance
- Tasks: Become a financial planner, helping clients achieve their financial goals.
- Company: Join Quilter Academy, a leader in financial advice training and support.
- Benefits: Enjoy flexibility, excellent financial rewards, and personal satisfaction.
- Why this job: Make a meaningful impact while building your own business in a growing sector.
- Qualifications: Hardworking, detail-oriented, with strong maths skills and good communication.
- Other info: Receive fully paid training for a Level 4 CII Qualification.
The predicted salary is between 36000 - 60000 £ per year.
Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:
- Flexibility around family and a good work/life balance.
- Excellent financial benefits, with scope for progression.
- Personal satisfaction and the opportunity to do something meaningful and rewarding.
About the Role
Quilter Academy is currently recruiting for its full-time programme. All successful candidates will receive the opportunity to:
- Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
- Join Quilter Financial Advisers in a self-employed adviser role once qualified.
If you currently work in financial services, you'll already be aware of the high demand for financial planners, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.
About You
If you can answer YES to these questions, we’d love to speak to you:
- I’m looking to start my own business as a financial planner.
- I’m looking to switch industries, or I am returning to work.
- I’m hard working and driven, with an excellent work ethic.
- I have good attention to detail, strong maths skills, and can learn to analyse financial information.
- I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations.
- I’m experienced in MS Office and have worked with data management systems.
- I’m ethically minded and want to do the best by customers.
- I have great communication skills and enjoy building lasting relationships.
What’s it like working as a financial planner? We’d love to have a chat with you about the varied and rewarding career of a financial planner. In the meantime, here are a few of the things you may be doing as a financial planner:
- Generating new client opportunities to grow your business.
- 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.
Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.
Train to be a Self Employed Financial Adviser employer: Utah State Extension
Contact Detail:
Utah State Extension 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 with current financial advisers and industry professionals. Attend local finance-related events or webinars to meet people who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 2
Research the latest trends in financial planning and regulations. Being knowledgeable about current issues will not only help you in interviews but also show your commitment to the profession.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to financial advising. Focus on demonstrating your communication skills and ability to build relationships, as these are crucial in this role.
✨Tip Number 4
Consider shadowing a financial adviser for a day. This hands-on experience can give you valuable insights into the daily responsibilities and help you articulate your interest in the field during your application process.
We think you need these skills to ace Train to be a Self Employed Financial Adviser
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 outlined in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise your work ethic, attention to detail, and any experience with financial data or client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for becoming a financial adviser. Mention why you are interested in this career path and how your background makes you a suitable candidate for the programme.
Prepare for the Webinar: Once you apply, you'll receive an invite to a webinar. Prepare questions about the programme and the role to demonstrate your enthusiasm and commitment during the session.
How to prepare for a job interview at Utah State Extension
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a financial adviser. Talk about what drew you to this career path and how you see yourself making a difference in clients' lives.
✨Demonstrate Your Analytical Skills
Since the role requires strong maths skills and the ability to analyse financial information, be prepared to discuss any relevant experience or examples where you've successfully used these skills in previous roles.
✨Highlight Your Communication Abilities
As building relationships is key in this role, share examples of how you've effectively communicated with clients or colleagues in the past. This will showcase your ability to connect and build trust.
✨Prepare Questions About the Role
Show your interest by preparing thoughtful questions about the programme and the self-employed adviser role. This demonstrates that you're serious about the opportunity and eager to learn more.
