Not logged in?
Login / create an account to access free content on the Careers Zone.

CAREERS ZONE

Academy Bridging Programme – Level 4 Self-employed Financial Adviser

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
  • Client psychology
  • Regulatory documents
  • Business planning
  • Live environment simulation
  • Systems and documentation
  • Compliance and report writing
  • Administration and research

 

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

Ideal Candidate:

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.

Contact Details and How to Apply:

This vacancy was posted by one of our Featured Companies. To find out more about who our Featured Companies are, including how to contact them directly, check out the Featured Company Profiles.

To view Careers Zone Content, Please sign in or Register

Sign in to Careers Zone

Register for Careers Zone