Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Cardiff

JR United Kingdom; Cardiff; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is offering a unique opportunity to transition into a rewarding career as a self-employed financial adviser. Through a comprehensive 13-week bridging program, candidates will gain essential skills in compliance, business planning, and client relationship management. This role promises not only personal growth but also the chance to build a successful business with ongoing support. If you're ambitious and ready to take the next step in your professional journey, this could be the perfect fit for you!

Qualifications

• Candidates should have an established career history and life experience.
• Must have a Level 4 Diploma in Financial Advice.

Responsibilities

• Generate new client opportunities and advise on financial decisions.
• Prepare financial plans and maintain client relationships.

Skills

Questioning Techniques

Business Planning

Compliance and Report Writing

Client Relationship Management

Education

Level 4 Diploma in Financial Advice

Job description

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Client:

Location:

Cardiff, 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 you need to launch your career as a financial adviser.

The course will cover the essential topics including:

• questioning techniques
• regulatory documents
• business planning
• systems and documentation
• compliance and report writing
• administration and research

We are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career.

We work with bright, ambitious people from many different backgrounds who are seeking to build their own business with Quilter as a self-employed financial adviser. Quilter’s Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.

What’s it like working as an adviser?

We’d love to have a chat with you about the varied and rewarding job of a financial adviser. In the meantime, here are a few of the things you may be doing as a financial adviser:

• Generating new client opportunities
• Ensuring clients make wise and profitable decisions to meet their financial goals
• Preparing sound financial plans to ensure clients meet their targets
• Advising clients on current financial issues and making recommendations
• Generating new business and building introducer relationships
• Customising financial plans according to clients’ changing needs
• Building strong relationships to retain existing clients
• Maintaining and updating knowledge of regulations, practices, and financial products

If this sounds of interest, simply apply below and you will be invited to watch our webinar, where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.