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Client:
Location:
Bolton, Greater Manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
7
Posted:
06.06.2025
Expiry Date:
21.07.2025
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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 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 bright, ambitious individuals from diverse backgrounds who want to build their own business with Quilter as a self-employed financial adviser. Quilter’s Financial Adviser Academy supports your 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 responsibilities:
* Generating new client opportunities
* Helping clients make wise financial decisions to meet their goals
* Preparing financial plans to meet client targets
* Advising clients on financial issues and making recommendations
* Building relationships to generate new business and referrals
* Customising financial plans as clients’ needs change
* Maintaining knowledge of regulations, practices, and products
If interested, apply below to watch our webinar, where we’ll share more about our offerings, benefits, and next steps.
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