jobctl

Employed Financial Adviser UK Wide

Quilter Financial Planning - United Kingdom - original posting ->
Status
Open
Remote policy
Remote
Employment type
Not stated
Salary
Not stated
Categories
Financial-Services, Financial-Planning, Financial-Advisor, Investment-Advice, Wealth-Management, Financial-Services-Adviser, Home-Based-Adviser, Independent-Financial-Advice, Independent-Financial-Advisor, Financial-Services-Independent-Advisor, Financial-Advisory-Jobs
Source
himalayas
First observed
2026-08-21 23:49 UTC
Last seen
2026-08-21 23:49 UTC
Source claims posted
2026-08-21 23:26 UTC
Consecutive misses
0 of 10

What the posting says

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

Originally posted on Himalayas

Quality

Completeness: 65%

Not enough history yet to judge honesty signals.

Timeline

  1. *
    #257446 2026-08-21 23:49 UTC
    Published