Financial Planner

Quilter; Greater London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management company is seeking a Financial Planner to provide remote financial advice to clients. The role involves supporting strategic initiatives, conducting reviews, and advising on investments and retirement. Ideal candidates will have a Level 4 diploma and extensive experience in financial planning. This position offers flexibility and requires occasional travel across the UK.

Benefits

Holiday Entitlement

Incentive Schemes

Pension

Private Medical Insurance

Life Assurance

Income Protection

Flexible Benefits

Qualifications

• Extensive experience in Financial Planning.
• Current or previous Financial Planner status.

Responsibilities

• Provide remote financial advice via Teams, Zoom, or telephone.
• Conduct annual reviews and provide investment advice.
• Refer clients to specialists when needed.

Skills

Communication

Professionalism

Ethical Conduct

Education

Level 4 Diploma in Financial Advice

Job description

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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 offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management through its segments: Affluent and High Net Worth.

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

The Financial Planner will provide remote financial advice to clients via media such as Teams, Zoom, or telephone, with occasional face-to-face meetings. Responsibilities include supporting strategic initiatives, conducting annual reviews, and providing advice on investments, retirement, and protection, referring clients to specialists when needed.

About You

The ideal candidate will have extensive experience in Financial Planning, a Level 4 diploma in Financial Advice, and current or previous Financial Planner status. Excellent communication skills, professionalism, ethical conduct, and the ability to work under pressure are essential. Some travel may be required across the UK depending on client locations.

Values & Benefits

We value diversity and promote inclusivity. Our core values include doing the right thing, being curious, embracing challenges, and working together. Benefits include holiday entitlement, incentive schemes, pension, private medical insurance, life assurance, income protection, and flexible benefits.