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

JR United Kingdom; Manchester; 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. This role is designed for individuals with a Level 4 diploma in financial advice who are ready to leverage their life experiences and career history. The 13-week bridging program will equip you with essential skills, including questioning techniques, business planning, and compliance. As a financial adviser, you will generate client opportunities, prepare sound financial plans, and build lasting relationships. Join a dynamic team that supports your growth and success in the financial sector.

Qualifications

• Candidates should have an established career history and life experience.
• The role requires strong interpersonal and advisory skills.

Responsibilities

• Generate new client opportunities and ensure wise financial decisions.
• Prepare financial plans and advise clients on current issues.
• Build relationships to generate new business and referrals.

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:

Manchester, 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 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 professional career.

We work with bright, ambitious people from many 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 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. In the meantime, here are some responsibilities you may have:

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

If interested, please apply below to receive an invitation to our webinar, where we will share more about our offerings, benefits, and next steps.