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

Quilter Financial Planning; Cardiff; On-site; GBP 25,000 - 50,000; Full time

Job summary

Quilter Financial Planning is offering a 13-week bridging programme for individuals with a Level 4 diploma in financial advice. This programme prepares candidates to become self-employed financial advisers, equipping them with essential skills and knowledge to build a successful career. Participants will learn about compliance, business planning, and client management while receiving support to transition into this rewarding role.

Qualifications

• Candidates should have an established career history and life experience.
• Completion of a Level 4 diploma in financial advice is required.

Responsibilities

• Generating new client opportunities and ensuring wise financial decisions.
• Preparing financial plans and advising clients on financial issues.
• Building and maintaining strong client relationships.

Skills

Questioning techniques

Business planning

Compliance

Client relationship management

Education

Level 4 diploma in financial advice

Job description

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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 make recommendations
• Generating new business and build 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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