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Career Transition Programme for Financial Advisers

2 months ago

London, Greater London, United Kingdom Quilter Full time
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 is designed to support you in achieving your goals.

Benefits of the Programme:

  • Flexibility and work-life balance
  • Excellent financial benefits and scope for progression
  • Personal satisfaction and the opportunity to make a meaningful impact

What to Expect:

  • A 14-week programme that builds on your existing qualification and develops the skills you need to succeed as a financial adviser
  • First 7 weeks cover business development, Quilter's induction, and adviser skills training
  • Final 6 weeks consolidate your knowledge and prepare you to start building your financial advice business
  • Financial support for the first 13 months
  • Guaranteed client opportunities in your first year
  • Ongoing support and development as you progress towards becoming a fully competent adviser

What's it Like Working as a Financial Adviser?

As a financial adviser, you'll have the opportunity to:

  • Generate new client opportunities
  • Ensure clients make wise and profitable decisions
  • Prepare sound financial plans
  • Advising clients on current financial issues
  • Generating new business and building 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

Take the First Step:

Apply now and receive a webinar invite to learn more about the programme and the next steps.