Quilter Academy Bridging Programme

4 days ago

Cardiff, United Kingdom Quilter Financial Planning Full time

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.


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.


Quilter’s Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.


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.


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.


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.


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


Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.

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