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Become a Financial Adviser

4 months ago

England, UK, United Kingdom Quilter Financial Planning Full time

Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:


  • Flexibility around family and a good work/life balance.
  • Excellent financial benefits, with scope for progression.
  • Personal satisfaction and the opportunity to do something meaningful and rewarding.


Quilter Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.


If you currently work in financial services, you’ll already be aware of the high demand for financial advisers, and the great opportunities this career path can offer. Or, if you come from a different industry, the Financial Adviser School is committed to making it easy for you to start in this fantastic, growing sector.


If you can answer YES to these questions, we’d love to speak to you:


  • I’m looking to switch industries, or I am returning to work
  • I have financial services experience already, or I’m a graduate
  • I’m hard working and driven, with an excellent work ethic
  • I have good attention to detail, strong maths skills, and can learn to analyse financial information
  • 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
  • I’m ethically minded and want to do the best by customers
  • I have great communication skills and enjoy building lasting relationships



With the Academy, you receive:


  • Opportunities to become either employed or self-employed, thanks to our relationships with thousands of financial advice businesses around the country.
  • Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 Qualification either DipFA® with the LIBF or DipFS with the CII as well as the combined DipFA® and CeMAP® Programmes.
  • Potential to join an advice firm in a support role while qualifying.
  • Potential to join a firm in a self-employed adviser role once qualified.


What’s it like working as an adviser?


We’d love to have a chat with you about the varied and rewarding job of a financial adviser. In the meantime, here are a few of the things you may be doing as a financial adviser:


  • Generating new client opportunities
  • Ensuring clients make wise and profitable decisions to meet their financial goals
  • Preparing sound financial plans to ensure clients meet their targets
  • Advising clients on current financial issues and make recommendations
  • Generating new business and build 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


Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.