Career Transition Programme for Financial Advisers

6 days 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.

Key Benefits:

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

What We Offer:

  • 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 Involved:

  • Generating new client opportunities
  • Ensuring clients make wise and profitable decisions
  • Preparing sound financial plans
  • Advising clients on current financial issues
  • Generating new business and building introducer relationships
  • Customising financial plans according to clients' changing needs
  • Maintaining and updating knowledge of regulations, practices, and financial products

Take the First Step:

Apply below to receive a webinar invite and learn more about our programme, the benefits, and the next steps.

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