Quilter Financial Planning
Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Location: Whiteley, Hampshire (Office attendance every Tuesday)
Salary: £45,000 basic salary + adviser bonuses, incentives, and validation rewards
Working Pattern: Primarily remote/telephone-based, with weekly office collaboration
Company: Appointed Representative Firm of Quilter Financial Planning
Start Your Financial Advice Career with an Established Adviser Team
A growing and successful Quilter Financial Planning firm is looking to recruit an ambitious Financial Adviser at the beginning of their advisory career.
This is an excellent opportunity for a motivated individual who is keen to develop their skills within a supportive environment, working alongside experienced advisers and benefiting from comprehensive training and mentorship.
The business has a proven client acquisition model, dedicated support staff, and a steady flow of leads, allowing you to focus on building relationships and delivering great client outcomes.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Role
You will play a key role in supporting the firm's continued growth by:
- Taking over and managing clients passed across by senior advisers.
- Building relationships with existing ad hoc clients and identifying opportunities to transition them to ongoing service arrangements.
- Following up and converting qualified leads generated through established referral partnerships.
- Working closely with a network of mortgage and protection advisers who regularly introduce prospective clients.
- Developing business from a strong wills and estate planning referral source.
- Conducting client meetings primarily over the phone, with occasional use of Microsoft Teams.
What You'll Receive
- £45,000 basic salary.
- Additional adviser bonuses and incentive opportunities.
- Validation point rewards.
- Ongoing training and development from an experienced adviser team.
- Full paraplanning and administrative support provided.
- Access to high-quality referred leads and existing client opportunities.
- A clear pathway to develop and grow your advisory career.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You
We're looking for someone who:
- Is passionate about building a career in financial advice.
- Has excellent communication and relationship-building skills.
- Enjoys engaging with clients and helping them achieve their financial goals.
- Is proactive, motivated, and keen to develop professionally.
- Wants to be part of a supportive and collaborative team environment.
Why Join?
Unlike many adviser positions, this opportunity allows you to focus on advice and client relationships rather than administration. With dedicated paraplanning support, established lead sources, and hands-on training from the firm's leadership team, you'll be well positioned to accelerate your development and build a successful long-term career.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills