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Quilter Financial Planning logo

Employed Financial Adviser UK Wide

Quilter Financial Planning
Posted May 28, 2026, 1:11 PM UTC
🇬🇧United Kingdom🏠Remote📁Finance
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ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS? If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for! Responsibilities: Provide Financial Planning support to clients Provide full holistic financial advice to a varied range of clients Support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building - Collaboration Consistency - Proficiency Professionalism - Adaptability Research and analysis - Client confidentiality Listening and communication - Record keeping Diploma in Financial Advice Some Industry Sales experience Strong understanding of the investment business Excellent interpersonal skills Qualifications: Diploma in Financial Advice Some Industry Sales experience Strong understanding of the investment business Excellent interpersonal skills Full Administration Service Full Paraplanning Support Development support to achieve Chartered status Client provided Salary range £40,000 to £50,000

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