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...

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