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Coming from a Military background

Impressive earnings potential and perhaps the chance to run your own business mean financial advice continues to be a popular career choice for those leaving the military. If you’re looking for a clear and supported career route, which recognises and welcomes the broad range of skills you have to offer, the Financial Adviser School is here to help you transition into your new profession.

Have a look below to see some of the specific reasons why you might consider becoming a financial adviser if you have a military background.

What is the job of a financial adviser?

Financial advisers help their clients (either individuals or businesses) to choose the best financial products and services to meet their needs, helping them achieve their long term goals and ambitions, and become more prosperous. This might involve advising clients on the right investments, savings, pensions, mortgages or insurance products.

Hear from Tracy Wood at Charles Derby about her transition from the military to becoming an adviser.

Why would you consider becoming a financial adviser?

There is a huge demand for financial advisers, so now is the ideal time to build your career. You can read about some of the benefits of becoming an adviser here. In particular, having gained experience in the military, it’s likely that you have a number of transferable skills which can help in your new career – see below.

Military to adviser: transferable skills

Meet some advisers with a Military background

Your skills How you’ll use them as an adviser

People skills

  • Talking to clients about their personal circumstances and future plans
  • Gaining clients’ trust
  • Building rapport and forging long-term relationships
  • Reassuring clients and addressing concerns
  • Explaining complex information

Attention to detail

  • Researching financial products
  • Preparing recommendation letters and reports
  • Ensuring a client’s needs are fully addressed
  • Ability to spot opportunities to produce better client outcomes


  • Managing your client bank and business
  • Managing support staff/administrators
  • Meeting performance and sales targets


  • Negotiating with providers of financial products
  • Selling your skills and services to potential clients
  • Networking and making industry connections

Acting with integrity

  • Maintaining ethical high standards and professionalism
  • Keeping up to date with new products and changes in the law
  • Keeping detailed records
  • Ensuring advice is compliant with Financial Conduct Authority regulations

Determination and resilience

  • Overcoming objections
  • Adapting to new regulations/ways of working
  • Chasing the processing of applications for new investments and financial products
  • Staying calm under pressure

Why choose the Financial Adviser School?

  • We’ll give you dedicated, personal support to help you launch your new career. This might involve us organising for you to spend time with an adviser before you start, to help you decide if the role is right for you, and/or arranging introductions with advice businesses that are looking for new advisers. We’re here to help you succeed and flourish as an individual going through a period of change, so you can excel in a new career.
  • The Financial Adviser School is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, with connections to over 5,000 adviser firms. So whether it’s finding you a new career opportunity, or giving you real-life industry insight and experience, we are well placed to help you achieve your ambitions.
  • Our flexible payment options (with the opportunity of sponsorship) mean studying with us could be the best investment you could make in your future.
  • If you are not already working for an adviser firm then we will introduce you to firms in our network to help secure you a role.

What next?

Ready to get started? Great! Contact us now to discuss studying with the Financial Adviser School and to request an application form. There’s plenty of helpful information on our website – take a look at the useful links below.

Find out about timings and options for the next Financial Adviser School training programme.

Our ‘How to apply’ page details the entry requirements and application process.