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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Manchester, Warrington, Cheshire
Job Details
Client: [Not specified]
Location: Manchester, Warrington, Cheshire
Job Category: Other
EU work permit required: Yes
Job Views:
5
Posted:
31.05.2025
Expiry Date:
15.07.2025
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 equip you with the skills needed to launch your career as a financial adviser.
The course covers essential topics including:
* Questioning techniques
* Regulatory documents
* Business planning
* Systems and documentation
* Compliance and report writing
* Administration and research
We seek candidates with an established career history and life experience, aiming to advance into a professional career in financial advising.
We collaborate with motivated individuals from diverse backgrounds who wish to build their own business as a self-employed financial adviser. Quilter’s Financial Adviser Academy is here to support your transition into this rewarding career with confidence and guidance.
What’s it like working as an adviser?
We invite you to learn more about the rewarding role of a financial adviser. Here are some key responsibilities:
* Generating new client opportunities
* Helping clients make informed, profitable financial decisions
* Preparing financial plans to meet client goals
* Advising on current financial issues and making recommendations
* Building and maintaining client relationships
* Customising financial plans to suit changing needs
* Staying updated on regulations, practices, and financial products
If interested, apply below to receive an invitation to our webinar, where we will share more about our offerings, benefits, and next steps.
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