Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser
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Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser
Have you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser? We work with bright, ambitious people from many different backgrounds who are interested in joining a firm as a self-employed financial adviser.
About the Role
A career as a financial adviser can offer you:
- Flexibility around family and a good work/life balance.
- Excellent financial benefits, with scope for progression.
- Personal satisfaction and the opportunity to do something meaningful and rewarding.
If you currently work in financial services, you'll already be aware of the high demand for financial advisers, and the great opportunities this career path can offer. Or, if you come from a different industry, the Quilter Academy is committed to making it easy for you to start in this fantastic, growing sector.
With the Financial Adviser Academy, you receive:
- A fully supported 14 week programme, where you will build on the academic and technical knowledge from your qualification, by developing the wider skills you'll need as a financial adviser.
- First 7 weeks cover areas including business development; Quilter's induction; and adviser skills training.
- The final 6 weeks of the programme allows you to consolidate all the knowledge you've gained, and to prepare you to start building your financial advice business and engaging with clients.
- Financial support for the first 13 months.
- Guaranteed client opportunities provided in your first year.
- Once you are authorised as a financial adviser, your development doesn't end there. The Quilter Academy will continue to support as you progress towards becoming a fully competent adviser. Lasting 26 weeks, you will work one-to-one with your field coach to embed and enrich your adviser skills.
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
About You
If you can answer YES to these questions, we'd love to speak to you:
- I'm looking to switch industries, or I am returning to work, or I'm looking to move from an employed adviser role, to starting my own business.
- I'm hard working and driven, with an excellent work ethic.
- I have good attention to detail, strong maths skills, and can learn to analyse financial information.
- I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations.
- I'm experienced in MS Office and have worked with data management systems.
- I'm ethically minded and want to do the best by customers.
- I have great communication skills and enjoy building lasting relationships.
Holiday: 26 days
Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Reference: 53149269
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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