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 path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:

  • Flexibility to accommodate family commitments and a healthy work/life balance.
  • Attractive financial rewards, with opportunities for advancement.
  • Personal fulfillment and the chance to engage in meaningful 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 help you achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
  • The opportunity to join Quilter Financial Advisers in a self-employed advisory role upon qualification.

If you have experience in financial services, you likely recognize the growing demand for financial planners and the excellent prospects this career can provide. 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 affirm the following statements, we would be eager to connect with you:

  • I am interested in establishing my own practice as a financial planner.
  • I am considering a career change or re-entering the workforce.
  • I possess a strong work ethic and am highly motivated.
  • I have a keen eye for detail, solid mathematical abilities, and can effectively analyze financial data.
  • I am reliable and capable of managing finances in accordance with relevant regulations.
  • I am proficient in MS Office and have experience with data management systems.
  • I prioritize ethical practices and aim to serve clients' best interests.
  • I excel in communication and enjoy 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.
  • Developing new business and nurturing introducer relationships.
  • 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 express your interest, and you will receive an invitation to a webinar where we will elaborate on the benefits we offer and outline the next steps.

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