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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Cardiff, Newport, Wales
Job Location: Newport, Wales, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
4
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, this programme can help you transition into the role.
Our 13-week bridging programme is designed to equip you with essential skills to start your career as a financial adviser, covering topics such as questioning techniques, regulatory documents, business planning, systems and documentation, compliance, report writing, administration, and research.
We seek candidates with an established career history and life experience, eager to advance into a professional career in financial advising.
We collaborate with ambitious individuals from diverse backgrounds who wish to build their own business as self-employed financial advisers with Quilter. Our Financial Adviser Academy supports a smooth transition into this rewarding career with comprehensive support and confidence-building.
What’s it like working as an adviser?
We invite you to learn more about the rewarding role of a financial adviser. Typical responsibilities include:
* Generating new client opportunities
* Helping clients make profitable financial decisions
* Preparing financial plans to meet client goals
* Advising on current financial issues and making recommendations
* Building relationships to generate new business
* Customising financial plans based on client needs
* Maintaining regulatory and product knowledge
If interested, apply below to watch our webinar, where we will explain more about the programme, benefits, and next steps.
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