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

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

Job summary

An established industry player is offering a unique opportunity to join their bridging programme for aspiring financial advisers. This 13-week course is designed for individuals with a Level 4 diploma in financial advice who seek to transition into a rewarding self-employed career. Participants will gain essential skills in questioning techniques, business planning, and compliance, preparing them to generate client opportunities and provide tailored financial advice. With a focus on building strong client relationships and staying updated on industry regulations, this programme promises to equip you for success in the financial advisory field. Join a diverse group of ambitious individuals and embark on a fulfilling career path.

Qualifications

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

Responsibilities

• Generate new client opportunities and help clients make wise financial decisions.
• Prepare financial plans to achieve client targets and advise on financial issues.

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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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - London, London

Job Details

• Client:
• Location: London, United Kingdom
• Job Category: Other
• EU work permit required: Yes

Job Views and Dates

• Job Views: 5
• Posted: 05.05.2025
• Expiry Date: 19.06.2025

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 wish to build their own business with Quilter as a self-employed financial adviser. Quilter’s Financial Adviser Academy aims to facilitate your 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. Here are some responsibilities you may have:

• Generating new client opportunities
• Helping clients make wise financial decisions to meet their goals
• Preparing financial plans to achieve client targets
• Advising on financial issues and making recommendations
• Building new business and relationships with introducers
• Customising financial plans as clients’ needs change
• Maintaining strong relationships to retain clients
• 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.