Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.
Key Responsibilities:
- Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances.
- Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
- Keep up-to-date with financial regulations, products, and industry trends to provide the best advice.
- Work collaboratively with colleagues to support business objectives and client outcomes.
- Maintain accurate client records and comply with all regulatory and compliance requirements.
Requirements:
- Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
- Proven experience in providing financial advice within a professional setting.
- Strong communication and interpersonal skills to effectively engage with clients.
- Ability to analyze financial information and develop appropriate strategies.
- Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
- Proactive and client-focused approach.
Requirements
- Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
- Proven experience in financial advisory roles
- Strong communication and interpersonal skills
- Analytical skills to assess and develop financial strategies
- Up-to-date knowledge of financial regulations and products
- Client-focused and proactive attitude
Benefits
Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.
Skills Required
- Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
- Proven experience in providing financial advice within a professional setting
- Strong communication and interpersonal skills
- Ability to analyze financial information and develop appropriate strategies
- Up-to-date knowledge of financial regulations and products
- Client-focused and proactive attitude
Quilter Financial Planning Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Quilter Financial Planning and has not been reviewed or approved by Quilter Financial Planning.
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Retirement Support — Employer pension contributions are positioned as generous and a core part of total reward. This long‑term savings support helps offset perceptions that cash pay is only mid‑market in some areas.
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Healthcare Strength — Private medical insurance, life assurance and income protection are presented as standard protections in the package. These protections are highlighted as a relative strength even when salary doesn’t stand out.
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Flexible Benefits — A broad, configurable menu (e.g., dental, critical illness, health cash plan, cycle-to-work, tech purchases, share plans) and hybrid working expand total reward value. Wellbeing resources and flexible options add appeal across different roles and needs.
Quilter Financial Planning Insights
What We Do
Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice. Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs. We understand that every financial adviser has unique needs and goals. That's why we offer a range of partnership options designed to support advisers at every stage of your business journey. We can help them: - launch, grow, run, or exit their business - or a combination of these - become a financial adviser - upskill their own staff, through the Quilter Academy. Talk to us today - we have a partnership option that's right for you: https://www.quilter.com/our-partnership-options/get-in-touch/
