I have a decade of experience in hospitality management and took to change towards becoming a qualified adviser. Due to my experience, I feel I really connect with people on a personal level, understanding their wants, needs and goals. I am currently half way through my studies having completed RO1,RO5 and RO3. When not studying I perform my duties as a client executive for an adviser within a partner practice of SJP.
Experienced publisher and sales professional working in the financial services b2b and consumer sectors. Skilled in driving sales, divisional management, key account management, proposition creation and content marketing. Also a poet, thinker and DJ.
Creating prosperity for the generations of today and tomorrow
We’re Quilter. We’re here to help our customers plan and manage their investments so they can lead the life they want for themselves and their families.
Our purpose is to create prosperity for the generations of today and tomorrow. We are one of the UK’s leading wealth managers and have a long and successful history of guiding our customers through all kinds of markets.
Quilter plc is a FTSE250 company and our whole business is based on the principle that financial advice gives our customers the best chance of achieving their goals.
The Quilter Academy provides training programmes from all backgrounds who are seeking a career with the financial advice profession. Our programmes are industry certified and students studying with us will receive expert support throughout, with trainer surgeries, virtual revision sessions and unlimited access to digital learning content.
We offer different training programmes depending on the type of financial advice our students want to provide and how long they wish to study for. programmes range from 16 weeks for students wanting to advise on retail investments only to 39 weeks to become a fully qualified financial adviser. All of our programmes are delivered online, so students can study at a time and a place that suits them.
With our connections to over 5,000 advice firms across the UK and our own in-house advice businesses, we are committed to helping our students to gain a career not just a qualification.
A career as financial adviser gives you the opportunity to make a positive difference to the lives of your clients as you help them to prepare for their future. If you’re interested in starting your journey to becoming a financial adviser, get in touch with the Quilter Academy today.