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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Birmingham, Birmingham
Client:
Location:
Birmingham, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
2
Posted:
05.05.2025
Expiry Date:
19.06.2025
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 essential topics including:
* questioning techniques
* regulatory documents
* business planning
* 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 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 transition into this rewarding career with support, confidence, and assurance.
What’s it like working as an adviser?
We’d love to discuss the varied and rewarding role of a financial adviser. Meanwhile, here are some typical responsibilities:
* Generating new client opportunities
* Ensuring clients make wise and profitable decisions to meet their financial goals
* Preparing sound financial plans to meet client targets
* Advising clients on current financial issues and making recommendations
* Building relationships to generate new business and referrals
* Customising financial plans based on clients’ evolving needs
* Maintaining and updating knowledge of regulations, practices, and products
If interested, apply below to receive an invitation to our webinar, where we’ll share more about our offerings, benefits, and next steps.
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