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Meet the trainers

Our Quilter Financial Adviser School trainers are committed to helping you to achieve success.

Having worked as financial advisers themselves, they have first-hand knowledge of what it takes to have a prosperous career.

They’ll work with you to help you gain confidence in all areas of the curriculum; from technical knowledge through to soft skills. They'll give extra support when you need it and do everything in their power to help you to pass the programme.

David Trowell

David has been with the school since the start and has seen many students successfully graduate. Prior to joining the Financial Adviser School, David worked with Sesame for 11 years as a trainer and events host. David's career in financial services started in 1990 as an agent with Pearl Assurance and then as a financial adviser with Sun Life of Canada.

Qualifications

  • AF4 Investment planning
  • CII Diploma in Financial Planning
  • CII Financial Planning Certificates 1,2 and 3
  • IFS CeMAP Bridge
  • IFS Certificate of regulated Equity Release
  • IFS Certificate of Regulated General Insurance

Susan Bishop

Susan has gained a very broad range of experience during her 26 years within financial services. After a number of years running her own business as an independent financial adviser and mortgage broker, she changed role to Director of Operations and Compliance and then worked as a field coach. More recently she has worked for Quilter Financial Planning as a field coach and then worked as a field coach. Susan is passionate that financial planning should make a positive difference to clients’ lives.

Qualifications

  • CII Diploma In Financial Planning
  • CII Certificate in Equity Release
  • CIB Certificate in Mortgage Advice and Practice

Paul Sennett

Paul is a Chartered Financial Planner who has worked in financial services for over 25 years. His career has includes mentoring financial advisers at Aviva.

Paul also had other roles including a T&C Supervisor and more recently a Pension Guidance Specialist for Pensionwise.

Qualifications

  • CII Certificate in Financial Planning
  • CII Diploma in Financial Planning
  • CII G10 Taxation & Trusts
  • CII H15 Supervision and Sales Management
  • CII G60 Pensions
  • CII AF5 Financial Planning Process
  • CII J11 Wrap and Platform Services
  • CII ER1 Certificate in Equity Release
  • IFS Certificate in Mortgage Advice & Practice

David Pearce

In his four decades working in financial services David has accumulated a wealth of experience in underwriting, tax and legal advice, compliance, client advice, management and training design .

David believes that success in learning and development lies in establishing clear objectives, aligning training activity to those objectives and keeping it simple.

Qualifications 

  • Fellow of the Chartered Insurance Institute
  • Diploma in Financial Planning
  • Certificate in Training Practice (CIPD)
  • Institute of Chartered Secretaries

Paul Lucas

Paul is a Chartered Financial Planner who has worked in financial services for 30 years. His career includes working as a financial adviser for over a decade before transitioning to learning and development where he has worked for the last 12 years.

With his ability to present information in an easy to understand format combined with a strong emphasis on turning technical knowledge into tangible results, his training is always high in demand.

Qualifications

  • CII Certificate in Financial Planning
  • CII Diploma in Financial Planning
  • CII G10 Taxation & Trusts
  • CII G20 Personal Investment Planning
  • CII G30 Business Financial Planning
  • CII G60 Pensions
  • CII AF5 Financial Planning Process
  • CII J07 Supervision
  • CII R06 Financial Planning Practice
  • CII ER1 Certificate in Equity Release
  • IFS Certificate in Mortgage Advice & Practice

Mark Unsworth

Mark joined Quilter Financial Adviser School in 2019 and has over 30 years of financial services experience. Mark began his career in banking and wealth management and he now has more than 20 years’ experience in training. He has a wealth of experience in design and delivery of training using blended learning solutions.

Qualifications

  • Diploma for Financial Advisers (DipFA®)
  • Certificate in Mortgage Advice & Practice (CeMAP) Certificate In Training Practice (CIPD)
  • CII H15 Supervision and Sales Management

The application process

Point 1Submit your application form

 

Point 1Complete our online tests (where applicable)

 

Point 1Attend our assessment centre (where applicable)

 

Point 1We’ll contact you to discuss your induction day and start date.