Adviser Training Programme
15 hours ago
A Self-Employed Career Path in Financial Planning
About the Role:
Quilter Financial Planning is seeking ambitious individuals with a Level 4 qualification to embark on a fulfilling career as self-employed financial advisers.
Program Overview:
The 14-week academy program is designed to provide a comprehensive understanding of financial planning and equip you with the skills and knowledge needed to succeed in this career.
Key Responsibilities:
- Generating new client opportunities and building strong relationships
- Ensuring clients make informed decisions and preparing customized financial plans
- Advising on current financial issues and making recommendations
Salary and Benefits: The estimated salary range for this role is £35,000 - £50,000 per annum. In addition to a competitive salary, you will have access to ongoing training and development opportunities, as well as support from experienced colleagues and mentors.
Requirements: To be successful in this role, you will need to demonstrate hard work, drive, and excellent work ethic. Strong analytical skills, attention to detail, and math proficiency are also essential. Trustworthiness and ability to manage finances responsibly are also required.
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