Quilter Financial Planning
Self Employed Financial Adviser
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Shape the Next Phase of Your Financial Advice Career with Quilter
Have you ever paused to consider what you want the next phase of your career to look like?
At Quilter, we work with experienced financial advisers who are reassessing how they want to work - whether that means remaining employed with greater flexibility and support, or exploring self-employment and building a business with the right infrastructure behind them.
Our model is built around flexibility, autonomy, and long-term sustainability, giving advisers the freedom to shape their career while being supported by a strong, established organisation.
Why Quilter?
We recognise that one size doesn’t fit all. Depending on your goals, our options can include:
- Employed roles with tailored levels of support
- Self-employed pathways with the backing of a leading wealth management organisation
- Practical focus on income sustainability, cashflow, and long-term growth
- Infrastructure, compliance, and operational support - so you can focus on creating brilliant outcomes for your clients.
- Freedom to build a career - or a business - aligned to your ambitions and lifestyle
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.
Who This Is For
This opportunity is ideal for qualified advisers with a Diploma in Financial Planning and Competent Adviser Status (CAS) who:
- Are reviewing their future career direction
- Want more autonomy, flexibility, or progression
- Are curious about self-employment but want to understand the realities
- Value support, stability, and long-term planning
- May not be ready to make a change - but want to explore their options and put themselves in an informed position to make a confident choice in the near future.
The Benefits:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Affinity introductions
- Attractive remuneration terms
- Optional paraplanning and admin support
- Market focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
- National coverage
- Many great opportunities for Advisers to really maximise their earning potential.
Let’s Talk
If shaping the next phase of your career with confidence is something you’ve ever considered - even at a high level - we’d be happy to have a short, informal, and confidential conversation to understand your ambitions. From there, you can decide whether it’s worth exploring further, now or in the future.
Interested?
Click apply or reach out directly on LinkedIn to arrange a confidential discussion.
“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
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