Comprehensive Financial Adviser Training Program

2 months ago

Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

Comprehensive Financial Adviser Training Program

Are you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:

  • Flexibility to balance family commitments and a fulfilling work/life integration.
  • Attractive financial rewards, along with opportunities for advancement.
  • Personal fulfillment and the chance to engage in meaningful and impactful work.

Quilter Academy is actively seeking candidates for its full-time training program. Successful applicants will benefit from:

  • Fully funded access to expert instruction and an online curriculum designed to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
  • The opportunity to join Quilter Financial Advisers in a self-employed advisory capacity upon qualification.

If you have experience in financial services, you likely recognize the growing demand for financial planners and the excellent prospects this profession offers. Alternatively, if you come from a different field, Quilter Academy is dedicated to facilitating your entry into this dynamic and expanding industry.

If you can affirmatively respond to the following questions, we would be eager to connect with you:

  • Are you interested in establishing your own practice as a financial planner?
  • Are you considering a career transition, or are you re-entering the workforce?
  • Do you possess a strong work ethic and a commitment to hard work?
  • Do you have a keen eye for detail, strong numerical skills, and the ability to analyze financial data?
  • Are you trustworthy and capable of managing finances in accordance with relevant regulations?
  • Are you proficient in MS Office and experienced with data management systems?
  • Do you have an ethical mindset and a desire to prioritize customer well-being?
  • Are you an effective communicator who enjoys fostering long-term relationships?

What does a career as a financial planner entail?

We invite you to discuss the diverse and fulfilling role of a financial planner with us. In the meantime, here are some of the responsibilities you may undertake:

  • Identifying new client opportunities to expand your practice.
  • Guiding clients to make informed and profitable financial decisions.
  • Creating comprehensive financial plans to help clients achieve their objectives.
  • Providing advice on current financial matters and making tailored recommendations.
  • Generating new business and establishing introducer partnerships.
  • Adapting financial plans to meet clients' evolving needs.
  • Building strong relationships to retain existing clientele.
  • Keeping abreast of regulations, practices, and financial products.

We encourage you to apply below to receive an invitation to a webinar where we will elaborate on the benefits we offer, how you can gain from this opportunity, and the subsequent steps.

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