Employed Financial Adviser - Polestar

Quilter Financial Planning; Swindon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A dynamic financial planning practice is seeking motivated financial advisers in Swindon. In this role, you will provide comprehensive financial advice, conduct detailed reviews, and promote client acquisition. The ideal candidate has a background in financial services and possesses strong client relationship skills. The company offers excellent support, including a full administration service and holidays that increase with tenure.

Benefits

31 days of holidays rising to 33 over 2 years

Full Administration Service

Full Paraplanning Support

Qualifications

• Experience working within a financial services background is essential.
• Full Driving Licence required.
• CAS Achieved / Hold annual SPS (Statement of Professional Standing).

Responsibilities

• Provide comprehensive financial advice to a portfolio of clients.
• Conduct in-depth reviews of clients’ financial circumstances.
• Undertake client acquisition through networking and referrals.

Skills

Client relationship management

Financial advising

Regulatory compliance

Risk analysis

Job description

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Employed Financial Adviser - Polestar, Swindon

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Client:

Location:

Swindon, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

Job Views:

14

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team‘s attitude is always a “can-do”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

Requirements

Responsibilities:

To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection

Setting up meetings, conducting in-depth reviews of clients’ financial circumstances.

Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.

Keeping up to date with legislation and meeting the regulatory aspects of the role.

Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.

Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests

CAS Achieved / Hold annual SPS (Statement of Professional Standing)

Full Driving Licence

Experience working within a financial services background

Ability to build upon existing strong client relationships.

Skills in acquiring and bringing on new clients

• Full Administration Service
• Full Paraplanning Support
• Pension
• Holidays - 31 days rising to 33 days over 2 years