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

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

Job summary

A leading company offers a 13-week bridging programme for those with a Level 4 diploma in financial advice to become self-employed Financial Advisers. Participants will gain essential skills and knowledge to successfully transition into the role, supported throughout the process to build their client base and business.

Qualifications

• Candidates must have an established career history.
• Life experience is valued.
• Motivated individuals looking to build a business.

Responsibilities

• Generating new client opportunities.
• Helping clients make informed financial decisions.
• Building and maintaining client relationships.

Skills

Questioning techniques

Business planning

Compliance

Relationship building

Education

Level 4 diploma in financial advice

Job description

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

Job Details

Client: [Not specified]

Location: Manchester, Warrington, Cheshire

Job Category: Other

EU work permit required: Yes

Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

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 equip you with 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, aiming to advance into a professional career in financial advising.

We collaborate with motivated individuals from diverse backgrounds who wish to build their own business as a self-employed financial adviser. Quilter’s Financial Adviser Academy is here to support your transition into this rewarding career with confidence and guidance.

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 key responsibilities:

• Generating new client opportunities
• Helping clients make informed, profitable financial decisions
• Preparing financial plans to meet client goals
• Advising on current financial issues and making recommendations
• Building and maintaining client relationships
• Customising financial plans to suit changing needs
• 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.