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

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

Job summary

A leading financial advisory program offers a 13-week bridging course for those with a Level 4 Diploma in Financial Advice. The course prepares candidates to launch their careers as self-employed financial advisers, providing essential skills in client management, business planning, and compliance. Ideal for individuals with a strong career history looking to take their next professional step.

Qualifications

• Established career history desired.
• Experience in client advising and financial planning is advantageous.
• Self-employed status preferred.

Responsibilities

• Generate new client opportunities.
• Prepare financial plans and advise clients.
• Build strong relationships to retain clients.

Skills

Client Management

Financial Planning

Regulatory Knowledge

Business Development

Education

Level 4 Diploma in Financial Advice

Job description

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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Southampton, portsmouth, hampshire

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Client:

Location:

portsmouth, hampshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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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 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.