Quilter Financial Planning
Employed Financial Adviser - Contact Shelley Barrett
LocationLondon, GB
WorkplaceHybrid
SeniorityMid
CategoryFinance, Legal & Compliance
LanguageEnglish
PostedMay 13, 2026
Last verifiedMay 13, 2026
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- Key details
- 1 location, Finance, Legal & Compliance, Hybrid, Mid
- Current openings
- 1 active jobs
- Original language
- English
- Source and freshness
- Collected from public career pages and reviewed through JobGrid.eu source availability checks. Last verified: May 13, 2026.
- Apply path
- JobGrid.eu sends candidates to the original application page and adds non-personal referral parameters.
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.