Financial Adviser

Quilter Financial Planning

Financial Adviser providing expert financial advice and planning services at Quilter Financial Planning. Helping clients achieve their financial goals and secure their financial future with strong client relationships.

Posted 5/13/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSenior💰 £70,000 - £80,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial advisoryfinancial strategiesclient record maintenance

Soft Skills

communicationinterpersonal skillsanalytical skillsclient-focusedproactive attitude

Certifications

Qualified Financial AdviserQFA