Employed Financial Adviser UK Wide

Quilter Financial Planning

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UK remote Until 8/22/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

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!



Requirements


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

Benefits

  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status
  • Client provided
  • Salary range £40,000 to £50,000
About this role

Summary

Provide financial planning, investment advice, and client support across varied clients in the UK.

Job title

Employed Financial Adviser UK Wide

Experience level

Industry

finance

Location requirements

UK-wide remote work allowed

Salary

£40,000 to £50,000

Management role

No

Skills & keywords

Required skills

financial data analysisteam buildingclient confidentialitylistening and communication

Preferred skills

professionalismadaptabilityrecord keeping

Specializations

financial planninginvestmentclient relationshipsholistic advice
Locations

Structured locations inferred from the posting.

United Kingdom

Remote Country