Career Transition Programme for Financial Advisers

1 week ago


London, Greater London, United Kingdom Quilter Full time
{"title": "Financial Adviser Career Pathway", "content": "Unlock Your Potential as a Financial Adviser

Are you looking to transition into a rewarding career as a financial adviser? Quilter's Financial Adviser Academy offers a comprehensive 14-week programme to help you develop the skills and knowledge needed to succeed in this field.

As a financial adviser, you will have the opportunity to work with clients to help them achieve their financial goals, while also enjoying a flexible work-life balance and excellent financial benefits.

Our programme covers areas such as business development, Quilter's induction, and adviser skills training, as well as providing financial support for the first 13 months and guaranteed client opportunities in your first year.

With our continued support, you will be able to embed and enrich your adviser skills, working one-to-one with your field coach to become a fully competent adviser.

Key Responsibilities:
  • 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

Apply now to take the first step towards a rewarding career as a financial adviser.

", "requirements": "Requirements

We are looking for individuals who are hard working and driven, with an excellent work ethic and good attention to detail. You should also have strong maths skills and be able to learn to analyse financial information.

Additionally, you should be trustworthy and feel that you could manage money in line with the appropriate rules and regulations. Experience in MS Office and data management systems is also desirable.

Most importantly, you should be ethically minded and want to do the best by customers.

", "benefits": "Benefits

As a financial adviser with Quilter, you will enjoy a range of benefits, including:

  • A fully supported 14-week programme
  • Financial support for the first 13 months
  • Guaranteed client opportunities in your first year
  • Continued support to become a fully competent adviser

We offer a competitive salary and benefits package, as well as opportunities for career progression and professional development.

", "contact": "

For more information, please contact us at [insert contact information].

", "company": "Quilter"}

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