Current jobs related to Become a Financial Adviser - UK, UK - Quilter Financial Planning

  • Financial Adviser

    1 month ago

    UK, UK, United Kingdom One Financial Solutions Full time

    Looking for a new challenge, feed up of no leads, sick of working on your own (or feeling like you are), the fun has gone out of the job? OFS is an organization that works with you to build and develop your business, embraces enterpunrial spirt, looks for ways to develop and support its most important asset the advisers whilst having some fun! 2024 is a...

  • Quilter Full-Time Financial Adviser Programme

    3 months ago

    UK, UK, United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Financial Adviser

    4 days ago

    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesLocation: Bishop's StortfordSalary: £50,000 plusJob Reference: 9281Job Description:Are you an experienced financial adviser looking to join a firm that truly puts its clients first?Would you like the opportunity to inherit leads and a established client base?Recruit UK is partnering with an...

  • Financial Advisor

    4 months ago

    London, UK, UK, 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...

  • Employed Trainee Financial Adviser

    2 weeks ago

    UK, UK, United Kingdom Andrew Skinner Wealth Management Ltd Full time

    Exciting New Financial Adviser Opportunity with Andrew Skinner Wealth Management LtdAndrew Skinner Wealth Management has a rewarding opportunity for a part qualified/qualified Financial Adviser to join its successful team in Billericay, Essex.The company is in the process of building on its recent success in obtaining new clients and increasing its assets...

  • Financial Adviser

    2 months ago

    UK, UK, United Kingdom Navigation Wealth Management Ltd Full time

    We are looking for a Financial Planner or aspiring adviser to join one of our most established practices, Navigation Wealth Management based in Wakefield. Navigation pride themselves on lifestyle based Financial Planning and building long term relationships with clients over the long term.The role requires a level 4 Diploma in Regulated Financial Planning...

  • Financial Advisor

    4 months ago

    UK, UK, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Controller

    4 days ago

    UK, UK, United Kingdom Morgan Financial Search and Selection Full time

    My SME client is a fast growing owner-managed Marketing Agency based in modern offices in Central Manchester.This creative B2B business has a great culture - fast paced, vibrant and with a strong emphasis on all working as "one team". The dynamic and entrepreneurial MD/founder is looking for their first full-time Financial Controller.Operating a key member...

  • Financial Advisor

    4 months ago

    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Planner

    4 weeks ago

    UK, UK, United Kingdom Tate Recruitment Full time

    Financial PlannerLocation: Canary Wharf, London Salary: £70,000 per annum, plus 2 x discretionary annual bonuses and superb benefits Working Arrangement: hybrid, 5 days per week Monday to Friday. About the role as Financial Planner:Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client...

  • Financial Advisor

    2 months ago

    UK, UK, United Kingdom St. James’s Place Full time

    The role: Financial Adviser / PartnerLocation: London and home countiesAbout The JobSeeking a dynamic and dedicated individual looking for a rewarding career in wealth management. We encourage those to apply who are motivated and client-focused individual, with a demonstrable passion for helping clients. Becoming a Financial Adviser builds on these traits in...

  • Financial Advisor

    1 month ago

    UK, UK, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial AdvisorMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed Role | SOUTH WALES | CARDIFF | SWANSEA | BRISTOL | BATH£30m AUM CLIENT BOOK£40,000 Base Salary £40K + Bonus £20k - servicing existing client book£30m AUM CLIENT BOOK providedYOUR NEW COMPANYOur client has been shortlisted for “Lloyds...

  • Independent Financial Advisor

    3 weeks ago

    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesLocation: Nairn, ScotlandSalary: CompetitiveJob Ref: 9226Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Nairn, Scotland. Company: This is a UK wide company,...

  • Protection Specialist

    3 months ago

    UK, UK, United Kingdom Quilter Financial Planning Full time

    Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...

  • Senior Financial Advisor

    3 weeks ago

    UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Senior Financial Adviser - ManagerIndustry: Financial ServicesLocation: BuckinghamshireSalary: £75,000Job Ref: 9234Job Description: Senior Financial Adviser - ManagerRecruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in Buckinghamshire and...

  • Independent Financial Advisor

    2 weeks ago

    UK, UK, United Kingdom Bond Rec Full time

    Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice.Our client's prestigious office is located in Altrincham and the opportunity benefits from the support of a...

  • Independent Financial Advisor

    2 weeks ago

    UK, UK, United Kingdom Chase de Vere Full time

    Chase de Vere Financial Advisers are known for being knowledgeable, trustworthy, and proactive. They listen, advise, and work diligently to help clients plan a financial future that suits their needs.Due to the company’s continued growth, We are looking for Financial Advisers to cover the Scotland area. Successful candidates will have a proven track record...

  • Financial Advisor

    4 months ago

    UK, UK, United Kingdom TechNET IT Recruitment Ltd Full time

    Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...

  • Platform Relationship Manager

    3 weeks ago

    UK, UK, United Kingdom Jigsaw Financial Full time

    Company DescriptionMy client is a global investment manager founded in 2002. More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. The purpose of the role is to provide support to client's using the platform. Our goal is to increase the...

  • Head of Financial Planning

    1 month ago

    UK, UK, United Kingdom Marc Daniels Specialist Recruitment Full time

    A market leading media and entertainment business are looking for a highly commercial and influential Head of Group Financial Planning to join a world-class finance team. The this role will play a key role commercially in the group in supporting, advising, and challenging the business. This is an industry and business model where strategy evolves rapidly,...

Become a Financial Adviser

4 months ago

UK, UK, United Kingdom Quilter Financial Planning Full time

Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:


  • Flexibility around family and a good work/life balance.
  • Excellent financial benefits, with scope for progression.
  • Personal satisfaction and the opportunity to do something meaningful and rewarding.


Quilter Academy is designed to help you easily transition into this rewarding new career with support, confidence, and assurance.


If you currently work in financial services, you’ll already be aware of the high demand for financial advisers, and the great opportunities this career path can offer. Or, if you come from a different industry, the Financial Adviser School is committed to making it easy for you to start in this fantastic, growing sector.


If you can answer YES to these questions, we’d love to speak to you:


  • I’m looking to switch industries, or I am returning to work
  • I have financial services experience already, or I’m a graduate
  • I’m hard working and driven, with an excellent work ethic
  • I have good attention to detail, strong maths skills, and can learn to analyse financial information
  • I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations
  • I’m experienced in MS Office and have worked with data management systems
  • I’m ethically minded and want to do the best by customers
  • I have great communication skills and enjoy building lasting relationships



With the Academy, you receive:


  • Opportunities to become either employed or self-employed, thanks to our relationships with thousands of financial advice businesses around the country.
  • Fully paid for access to an expert tutor and online curriculum to achieve the Level 4 Qualification either DipFA® with the LIBF or DipFS with the CII as well as the combined DipFA® and CeMAP® Programmes.
  • Potential to join an advice firm in a support role while qualifying.
  • Potential to join a firm in a self-employed adviser role once qualified.


What’s it like working as an adviser?


We’d love to have a chat with you about the varied and rewarding job of a financial adviser. In the meantime, here are a few of the things you may be doing as a financial adviser:


  • Generating new client opportunities
  • Ensuring clients make wise and profitable decisions to meet their financial goals
  • Preparing sound financial plans to ensure clients meet their targets
  • Advising clients on current financial issues and make recommendations
  • Generating new business and build introducer relationships
  • Customising financial plans according to clients’ changing needs
  • Building strong relationships to retain existing clients
  • Maintaining and updating knowledge of regulations, practices, and financial products


Simply apply below and you will receive a webinar invite where we’ll tell you more about what we can offer you, how you’ll benefit, and the next steps.