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

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

Job summary

An innovative opportunity awaits aspiring financial advisers in Southampton! This 13-week bridging programme is tailored for individuals who have achieved their Level 4 diploma in financial advice but seek practical experience. Participants will develop essential skills in client management, regulatory compliance, and business planning, all while receiving support from a leading financial institution. With a focus on building strong client relationships and customizing financial plans, this role promises a rewarding career path. Join a diverse group of ambitious individuals and embark on a journey to become a self-employed financial adviser with confidence and assurance.

Qualifications

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

Responsibilities

• Generate new client opportunities and help clients make profitable financial decisions.
• Prepare financial plans and advise on current financial issues.

Skills

Financial Planning

Client Relationship Management

Regulatory Compliance

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, Southampton

Client:

Location:

Southampton, 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 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 aims to facilitate a smooth 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. Meanwhile, here are some responsibilities you might have:

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