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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London, Slough
Location: Slough, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
31.05.2025
Expiry Date:
15.07.2025
Job Description:
If you've 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 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, looking to advance into a professional career.
We work with ambitious individuals from diverse backgrounds who want to build their own business with Quilter as self-employed financial advisers. Our Financial Adviser Academy supports a smooth transition into this rewarding career with support, confidence, and assurance.
What’s it like working as an adviser?
We invite you to learn more about this role. As a financial adviser, your responsibilities may include:
* Generating new client opportunities
* Helping clients make profitable financial decisions
* Preparing financial plans to meet client targets
* Advising on financial issues and making recommendations
* Building relationships to generate new business
* Customising financial plans for clients’ changing needs
* Maintaining knowledge of regulations, practices, and products
If interested, apply below to receive an invitation to our webinar, where we will share more about the programme, benefits, and next steps.
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