Financial Advisor

4 months ago

Derby Derbyshire, United Kingdom Quilter Financial Advisers Full time

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally

Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
Prepare sound financial plans to ensure clients meet their targets
Advise clients on current financial issues and make recommendations
Generate new business and build introducer relationships
Customise financial plans according to clients’ changing needs
Maintain and update knowledge of regulations, practices, and financial products


Proven experience as a financial planner
Ability to analyse financial information and comply with regulations
Proficiency in MS Office and CRM systems
Diploma in Financial Services


What are the benefits to becoming self-employed with QFA?
Utilise the power of the Quilter brand
Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand
Financial and contract rates reflective of personal business growth and achievement


Financial Support
Use of an industry leading Brand
Market focused training provided
Many great opportunities for Advisers to really maximise their earning potential.

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