Looking for a new career? Financial advice could be for you

If you have been feeling stuck in a job rut, or have ever considered a career in financial advice, now could be the perfect time to take the leap.

The UK needs professional financial advisers now more than ever as more people are looking for support in making the best choices for them financially.

Social and demographic changes are also contributing to a need for financial advice, with an ageing population, the changes in the housing market and differences in working patterns combining to make the decisions people need to make about their money more complex.

Financial advice was the perfect fit - Emma PrinceEmma Prince, financial adviser at Quilter, discusses her experience joining the profession:

Why did you want to become a financial adviser?

I decided to become a financial adviser following a period of time out of the workplace after having my three children. I wanted a second career I was proud of and that was also exciting. My husband, who works in financial services, suggested becoming an adviser and after looking at what it entailed, I had a lightbulb moment.

Prior to retraining as an adviser, I had worked within the private and public sector, with a lot of overseas travel. As a busy mum to three young children, I was keen to gain a better work-life balance than I had experienced before, while also helping people through various stages of their lives to achieve their goals – financial advice was the perfect fit.

How did you become a financial adviser?

I trained as a financial adviser with the Quilter Financial Adviser School (QFAS), which offers a range of programmes that provide the skills and qualifications needed to become an adviser.

The Quilter Financial Adviser School partners with The London Institute of Banking & Finance (LIBF), one of the top providers of professional and academic financial services qualifications.

I chose to complete the DipFA® programme, and have since undertaken further study to achieve both CeMAP and long term care planning qualifications.

Both during and after the course, QFAS offered excellent support, training and coaching, which helped me learn how to build my own client bank and ensure I provide an excellent client experience.

Did you need to have experience in financial services?

The short answer is no. Whether you have worked within financial services for years, have recently completed your studies or have experience in a different field, you are likely to have skills suited to becoming a successful financial adviser. The training on offer means you will develop the knowledge base and skills needed to fulfil the role.

If you are thinking about becoming an adviser, I would recommend you get in contact with the Quilter Financial Adviser School as they can help you explore the options available and find the right path for you.

How have you found being a financial adviser so far and would you recommend it?

I have thoroughly enjoyed my first few years as a financial adviser, and while the role can be challenging at times, I can honestly say I have never experienced the level of passion and enthusiasm for a job as I have in this one.

I have particularly enjoyed building strong relationships with my clients and knowing that I am helping them make the best possible decisions to help them reach their goals. I am keen to help remove the complexity in the industry and always take care to explain difficult concepts to ensure I fully support my clients with their decision making.

I am grateful that the Quilter Financial Adviser School has been there every step of the way to offer support where needed, and if you are interested in becoming a financial adviser yourself, I would highly recommend it.

If you are interested in becoming a financial adviser, find out more on our ‘Train as a financial adviser’ webpage.