Inside Quilter Academy: The path to becoming a financial adviser

'The journey to becoming a financial adviser is not a straightforward one'

clock • 5 min read

Chris Jones shares the Quilter Academy’s selection process to demystify what it takes to transition successfully into the role of financial adviser…

Chris Jones is academy director at Quilter The financial advice profession is at a crossroads. With an estimated shortfall of more than 40,000 advisers, the industry must find new ways to bring fresh talent into the profession. Some advocate for graduate programmes to attract younger entrants, others believe employed adviser roles provide the best support, but most large academies, including Quilter's, continue to favour the self-employed model. In truth, there is no single solution. At Quilter, we support all three approaches. Our Early Careers team provides graduate and apprentice...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: One Four Nine Group raises £40,500 for charity partner

Feel Good Friday: One Four Nine Group raises £40,500 for charity partner

Firm picks three new charity partners for 2026/27

Professional Adviser
clock 24 April 2026 • 1 min read
Deal Dive: 2026 kicks off with a slower start

Deal Dive: 2026 kicks off with a slower start

Deals announced in Q1 2026

Isabel Baxter
clock 24 April 2026 • 3 min read
What Justin Bieber is telling you about your clients

What Justin Bieber is telling you about your clients

‘In our world, success, true success, is delivering someone to their goal’

Chris Justham
clock 22 April 2026 • 2 min read