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

JR United Kingdom; Bolton; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in financial advisory services seeks motivated individuals looking to transition into a rewarding career as a self-employed financial adviser through their bridging programme. This role offers a diverse and dynamic environment where you will generate client opportunities and provide tailored financial advice to help clients achieve their goals.

Qualifications

• Established career history and life experience.
• Motivated individuals looking to advance in financial advising.

Responsibilities

• Generating new client opportunities.
• Preparing financial plans to meet client targets.
• Advising clients on financial issues.

Skills

Questioning techniques

Compliance

Business planning

Education

Level 4 diploma in financial advice

Job description

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Client:

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

7

Posted:

06.06.2025

Expiry Date:

21.07.2025

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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 want to build their own business with Quilter as a self-employed financial adviser. Quilter’s Financial Adviser Academy supports your transition into this rewarding career with support, confidence, and assurance.

What’s it like working as an adviser?

We’d love to discuss the varied and rewarding role of a financial adviser. Meanwhile, here are some responsibilities:

• Generating new client opportunities
• Helping clients make wise financial decisions to meet their goals
• Preparing financial plans to meet client targets
• Advising clients on financial issues and making recommendations
• Building relationships to generate new business and referrals
• Customising financial plans as clients’ needs change
• Maintaining knowledge of regulations, practices, and products

If interested, apply below to watch our webinar, where we’ll share more about our offerings, benefits, and next steps.