Self-Employed Financial Adviser

🕒 July 29

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🇬🇧 UK Skilled Worker Visa Sponsor

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Logo of Quilter

Quilter

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Quilter is one of the biggest names in financial services, committed to responsible business practices and delivering exceptional support to customers. It fosters an inclusive and diverse workplace culture, emphasizing the importance of employee wellbeing, career growth, and flexibility in work arrangements. Quilter also engages in community initiatives, including programs to assist veterans and military reservists, showcasing its dedication to social responsibility.

📋 Description

• Recruit individuals for Quilter's training programme to become fully qualified, self-employed financial advisers • Provide a structured training programme and exam support toward the Level 4 Diploma in Regulated Financial Planning • Provide a 3-month skills development programme for candidates who already hold the Level 4 Diploma • Equip candidates with tools, mentoring, and business support • Prepare candidates to meet new clients as financial advisers • Enable candidates to build a financial-adviser business with potential capital value

🎯 Requirements

• Right to work in the UK and appropriate visas for a minimum of 5 years • At least 5 years of career history • Satisfactory credit history required for regulatory purposes • Ability to travel for client meetings • Full driving license • Positive outlook and ability to network • Strong interpersonal skills and commitment to building meaningful client relationships • Analytical thinking and attention to detail • Trustworthiness and ability to manage financial responsibilities • Interest in self-employment • For the 3-month skills development programme: already achieved the Level 4 Diploma in regulated financial advice via CII, LIBF, or CISI

🏖️ Benefits

• Fully supported career transition programme (funding available) • Comprehensive, structured training programme • Exam support • Tools, mentoring, and business support for candidates who already hold the Level 4 Diploma • Potential to build a business with capital value • Flexibility in shaping one's own career path

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