Financial Planner

Consult; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Remote work flexibility

Self-employed AR model

Compliance support

Investment platform access

Cloud-based tools

Partner route opportunity

Job summary

PRG Financial Planners is seeking an experienced financial planner to join as a self-employed Appointed Representative under the Quilter AR model. You’ll run your own client bank and shape your diary, with the freedom to work from home or other locations.

You’ll benefit from Quilter regulatory cover, infrastructure to support growth, and access to investment platforms, while keeping your own client relationships and autonomy to build a lasting practice.

Qualifications

• Diploma level 4 (DipPFS, DipFA or equivalent) or higher.
• Current experience giving regulated advice.
• A sound grasp of financial planning, cashflow modelling and suitability.
• Comfortable operating as a self-employed professional.
• Self-disciplined and happy managing your own time and location.
• Strong client communication and relationship skills.

Responsibilities

• Advise clients on retirement planning, investments, pensions, protection and inheritance planning
• Build and manage your own client bank
• Run fact-finds, produce suitability reports and deliver clear, ongoing advice, face to face or by video
• Carry out annual reviews and build long-term client relationships
• Work within Quilter’s compliance framework, with PRG support
• Collaborate with our mortgage, protection and planning colleagues on joint cases and referrals
• Take part in the PRG community: case discussions, shared learning and growth planning

Skills

Regulated advice

Cashflow modelling

Suitability reports

Client relationships

Education

DipPFS or DipFA or equivalent

Job description

Financial Planner (Self-Employed) | PRG Financial Planners

Location:Work where you please (remote)

Status:Self-employed Appointed Representative of Quilter Financial Planning Ltd

Firm:PRG Financial Planners, a Quilter Strategic Partner

About us

We are financial planners, not product pushers. Our clients are families, business owners, professionals and contractors who want clear advice and a plan they can follow.

As a Quilter Strategic Partner, we give our planners the backing of a major national network while they keep control of their own client bank. You get the infrastructure. You build the book.

The role

We are looking for an experienced financial planner who wants to go self-employed under the Quilter AR model, without starting from scratch.

You will run your own client bank, build your own income and shape your own working week. Work from home, from a client’s kitchen table, from a coffee shop or from our Ealing office. Your diary, your location, your call. You will also have a team around you, a support structure and a firm that backs your growth.

What you will do

• Advise clients on retirement planning, investments, pensions, protection and inheritance planning
• Build and manage your own client bank
• Run fact-finds, produce suitability reports and deliver clear, ongoing advice, face to face or by video
• Carry out annual reviews and build long-term client relationships
• Work within Quilter’s compliance framework, with PRG support
• Collaborate with our mortgage, protection and planning colleagues on joint cases and referrals
• Take part in the PRG community: case discussions, shared learning and growth planning

What we are looking for

Essential

• Diploma level 4 (DipPFS, DipFA or equivalent) or higher
• Current experience giving regulated advice
• A sound grasp of financial planning, cashflow modelling and suitability
• Comfortable operating as a self-employed professional
• Self-disciplined and happy managing your own time and location
• Strong client communication and relationship skills

Desirable

• An existing client bank, or a clear plan for building one
• Chartered or Certified status (or working towards it)
• Experience with centralised investment propositions and platforms
• Interest in a specialist niche (for example business owners, contractors, professionals)
• Appetite to grow towards a leadership or ownership role at PRG in future
  

What you get

• Full flexibility to work where you please
• A self-employed AR model with the freedom to run your own practice
• Quilter regulatory cover, compliance support and technology
• Access to Quilter’s investment solutions, platform and wider network
• Admin and paraplanning support options
• Cloud-based tools so you can run your practice from anywhere
• A friendly, advice-led culture, with a team that is there when you want it
• A route to long-term partnership for the right person

All conversations are confidential.

• PRG Financial Planners is a trading name of The PRG Partnership, an appointed representative of Quilter Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.