Offer summary

Qualifications:

Level 4 diploma in Financial Advice is essential., Strong knowledge of the Financial Services industry., Extensive background in Financial Planning., Excellent communication skills and ability to work under pressure..

Key responsibilities:

Provide remote financial advice to existing and new clients via Teams, Zoom, or telephone.

Conduct annual reviews and identify complex client requirements for appropriate advice.

Support strategic initiatives focused on asset movement and client needs.

Collaborate with the QFA team to contribute towards Quilter's strategic priorities.

Job description

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter oversees £119.4 billion in customer investments (as at end December 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.

Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.

High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: 4

Department: Adviser & Client Support Hub

Location: Homebased, United Kingdom (Some travel may be required)

Contract Type: Permanent, Full-Time

Regulated/Non-Regulated: Non-Regulated

Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media’s such has Teams, Zoom or the telephone however occasional face to Face maybe required. You will also support strategic initiatives in the National with concentration on the

movement of back book assets under advice.

You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.

Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients’ financial goals.

You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.

Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:

Grow with our customers
Enhance Efficiencies
Embrace Digital
Be a responsible Wealth Manager

About You

The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. We would also want someone who has previous or current Financial Planner status.

You must have a Level 4 diploma in Financial Advice which is essential to the role.

You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically.

You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s as well as the ability to work under pressure and to manage good working relationships.

There may be some travel required so we will consider candidates across the UK depending on where clients are based.

#LI-remote

#LI-IC1

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

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