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

Benefits

Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.

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