Future Financial Adviser

  • United Kingdom
Shannnon McCabe

Compliance Officer, -

Jiayu Duan

undergraduate, University of Liverpool

Rhys leach

Student, Hopwood hall college

Sylvanie jordane

Banking assistant, N/a

Jane Sacco

Careers Consultant, GBS

Breanna Hill

Banking and Finance graduate, University of ESsex

A collaborative, persistent and organised Banking and Finance graduate with a passion for building meaningful relationships, reinforced by over 3 years experience in customer-facing roles. I enjoy learning about finance and believe it is a crucial part of the operations of businesses. My tenacious work ethic and commitment to high standards of my work, enables me to excel in target-driven environments. I thrive in team settings, naturally taking the initiative to collaborate with my peers when working on a project. I am dedicated to upholding the highest standards of integrity and transparency in my work. I would like to develop my professional career at a firm where I can contribute to sustainable success and continually upskill myself to become a valuable team member.
Dain Soto Pereira

Recent graduate BSc Economics and Finance, University of Derby

Jasper Atighe

Entrepreneur, University of Buea

Jody Hollingsworth

Undergruate in Finance, University of Nottingham

I am a second year student at the university of Nottingham studying BSc Finance, Accounting and Management (with placement year). I have a strong interest around the financial markets and Financial Advisory. I am currently a Junior Equity Fund Analyst for the Sabriel Capital division at the University. I am a creative problem solver, self-motivated student with strong communication skills built from my sporting background.
Jeson Mpungu

Undergraduate Student , Brunel University London

Brian Kirenzi

Research assistant , Verdant Consulting

Noah Wright

Chemistry PhD researcher, Lancaster University

Saunak Patel

Trainee Financial Adviser , Moneywise Investments Plc

Tayyab Farid

Mortgage and Protection Adviser, Just Mortgages Direct Ltd

Jo

2nd year student , Solent University

Liam Cahill

Trainee Financial Adviser, Twelve Wealth Management/St. James's Place

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.
Piers Johnson

Managing Director, emap

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.