Quilter Financial Planning Academy Programme

3 weeks ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Become a Financial Adviser with Quilter Financial Planning

Our Bridging Programme provides a comprehensive training experience, covering business development, Quilter's induction, and adviser skills training over the first 7 weeks. The final 6 weeks focus on consolidating your knowledge and preparing you to start building your financial advice business and engaging with clients.

You will receive financial support for the first 13 months and guaranteed client opportunities in your first year. Our team will continue to support you as you progress towards becoming a fully competent adviser, working one-to-one with your field coach for 26 weeks.

As a financial adviser, you will enjoy flexible working arrangements, excellent financial benefits, and the satisfaction of helping clients achieve their financial goals. Key responsibilities include generating new client opportunities, advising clients on current financial issues, and maintaining knowledge of regulations and financial products.

The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience and performance. We are seeking individuals who are hardworking, driven, and possess excellent communication skills, with a passion for delivering exceptional customer service.

To be successful in this role, you will need to be able to answer yes to the following questions: I'm looking to switch industries; I have good attention to detail and strong maths skills; I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations; I'm experienced in MS Office and have worked with data management systems; and I'm ethically minded and want to do the best by customers.



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