Career Transition into Financial Planning

3 weeks ago


Manchester, United Kingdom Quilter Financial Planning Full time

About Us:

Quilter Financial Planning is a renowned name in the financial services industry, providing expert guidance and support to individuals seeking a rewarding career as self-employed financial advisers.

Our Story:

We strive to empower ambitious individuals with a Level 4 qualification to transition into this fulfilling profession, fostering a culture of excellence, and confidence.

What We Offer:

  • A comprehensive 14-week training program, designed to facilitate a smooth entry into the world of financial planning
  • First-hand experience in business development, Quilter induction, and adviser skills training
  • Ongoing development and support after authorization
  • Financial support for the first 13 months
  • Guaranteed client opportunities in the first year

Your Role:

  • Develop new client relationships and grow your professional network
  • Ensure clients make informed decisions through personalized advice
  • Prepare customized financial plans tailored to individual needs
  • Maintain knowledge of regulations and financial products

Key Responsibilities:

  • Business Development: generating new client opportunities and expanding existing relationships
  • Client Engagement: advising on current financial issues and making recommendations
  • Relationship Building: maintaining strong ties with clients and colleagues

Salary Range: £35,000 - £50,000 per annum



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