Wealth Adviser - Employed with Leads & Paraplanning

Quilter Financial Planning; Swindon; On-site; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Salary + bonus

Access to existing clients

Great team culture

Job summary

Quilter Financial Planning is seeking an experienced financial adviser based in the West Sussex area to join their employed team. You will manage an existing book of clients with full paraplanning and admin support, and receive leads introduced through a robust referral process.

The role offers salary plus bonus, access to established clients, market‑focused training, and a structure designed to help advisers maximise earnings while delivering high‑quality financial guidance.

Qualifications

• Level 4 Diploma in UK Financial Advice is required.
• Minimum 12 months advising experience to manage and grow an existing book.
• Proficiency in MS Office and CRM systems.
• Strong ethics and customer‑oriented attitude.

Responsibilities

• Prepare sound financial plans to help clients meet targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business and grow an existing client book.
• Deliver first‑class service while nurturing long‑term relationships.

Skills

Communication skills

Attention to detail

Strong math skills

Client relationship building

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning is seeking an experienced financial adviser based in the West Sussex area to join their employed team. You will manage an existing book of clients with full paraplanning and admin support, and receive leads introduced through a robust referral process.

The role offers salary plus bonus, access to established clients, market‑focused training, and a structure designed to help advisers maximise earnings while delivering high‑quality financial guidance.