Career Transition for Experienced Professionals
We are seeking experienced individuals who are looking to transition into a new career as a financial adviser. If you have already achieved your level 4 diploma in financial advice but have not worked as a financial adviser, we can provide the necessary skills and support to launch your career.
The 13-week bridging programme is designed to equip you with the essential skills and knowledge required to succeed in this role. The course covers topics such as questioning techniques, client psychology, regulatory documents, business planning, live environment simulation, systems and documentation, compliance and report writing, and administration and research.
As a financial adviser, you will be responsible for generating new client opportunities, ensuring clients make wise and profitable decisions, preparing sound financial plans, advising clients on current financial issues, generating new business, customising financial plans, building strong relationships, and maintaining and updating knowledge of regulations, practices, and financial products.
We work with ambitious individuals from diverse backgrounds who are seeking to build their own business as self-employed financial advisers. Our Financial Adviser Academy provides support, confidence, and assurance to help you transition into this rewarding new career.
If you are interested in learning more about this opportunity, we invite you to watch our webinar, where we will provide further information on what we can offer, how you will benefit, and the next steps.