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Open nowPosted 144 days ago

Employed Financial Adviser - Contact Shelley Barrett

Workable (global search)108,016 open roles

Where
London, England and Wales, United Kingdom
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Your applicationOpen nowEmployed Financial Adviser - Contact Shelley BarrettWorkable (global search) · London, England and Wales, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 144 days ago

Workable (global search) median: 7 days open

The posting

Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.

Key Responsibilities:

  • 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:

  • Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
  • Proven experience in providing financial advice within a professional setting.
  • Strong communication and interpersonal skills to effectively engage with clients.
  • Ability to analyze financial information and develop appropriate strategies.
  • Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
  • Proactive and client-focused approach.

Requirements

  • 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

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

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