UK Financial Advisor

3 days ago


Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

As a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.

The Job:
  1. You will work closely with clients to understand their financial goals and objectives.
  2. Develop comprehensive financial plans tailored to individual client needs.
  3. Provide expert guidance on current market trends and financial issues.
  4. Build and maintain strong relationships with clients to generate new business opportunities.
  5. Continuously update financial plans to reflect changes in clients' circumstances.
  6. Stay up-to-date with relevant regulations and financial products to offer expert advice.
About You:
  • You must have a proven track record in financial planning with a strong analytical background.
  • You will need to analyse complex financial data and ensure compliance with regulatory requirements.
  • Familiarity with MS Office and CRM systems is essential.
  • A Diploma in Financial Services or equivalent qualification is required.
What We Offer:
  • A competitive salary and bonus structure aligned with your performance.
  • The opportunity to work with a leading brand name in the industry.
  • Ongoing training and development to stay ahead of the market.
  • A chance to maximize your earning potential through performance-based incentives.

We estimate the salary for this role to be around £40,000 - £60,000 per annum, depending on experience.



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