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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Southampton, Southampton
Client:
Location:
Southampton, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
Posted:
28.04.2025
Expiry Date:
12.06.2025
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 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 aims to facilitate 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 the rewarding role of a financial adviser. Meanwhile, here are some responsibilities you might have:
* Generating new client opportunities
* Helping clients make wise and profitable financial decisions
* Preparing financial plans to meet client goals
* Advising on current financial issues and making recommendations
* Building business and relationships with introducers
* Customising financial plans as clients' needs change
* Maintaining strong client relationships
* 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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