Employed Financial Adviser - Contact Shelley Barrett

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.