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Job Title


Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser - Southampton


Company : Quilter Financial Planning


Location : Southampton, South East


Created : 2025-05-31


Job Type : Full Time


Job Description

If you've already achieved your level 4 diploma in financial advice but have not worked as a financial adviser, we can help.Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below.Our 13-week bridging programme is designed to give you the skills you need to launch your career as a financial adviser.The course will cover the essential topics including:questioning techniquesclient psychologyregulatory documentsbusiness planninglive environment simulationsystems and documentationcompliance and report writingadministration and researchWe are seeking candidates with an established career history and life experience, looking to take the next step into a further professional career. We work with bright, ambitious people from many different backgrounds who are seeking to build their own business with Quilter as a self-employed financial adviser. Quilters Financial Adviser Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.Whats it like working as an adviser?Wed 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 opportunitiesEnsuring clients make wise and profitable decisions to meet their financial goalsPreparing sound financial plans to ensure clients meet their targetsAdvising clients on current financial issues and make recommendationsGenerating new business and build introducer relationshipsCustomising financial plans according to clients changing needsBuilding strong relationships to retain existing clientsMaintaining and updating knowledge of regulations, practices, and financial productsIf this sounds of interest, simply apply below and you will be invited to watch our webinar, where well tell you more about what we can offer you, how youll benefit, and the next steps.