*** APPLICANTS MUST HAVE CAS AND HOLD A LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***
Unlock Exceptional Earning Potential | Full Lead Support | National Opportunities
Are you a high‑performing, experienced Financial Adviser who knows you could achieve more with the right support behind you?
Have you already achieved Competent Adviser Status (CAS) and do you look after a bank of clients with assets under management?
If you’re hungry for growth, driven by success, and ready to take your career to the next level — Quilter wants to hear from you.
We’re one of the UK’s strongest financial services networks, and we’re investing heavily in adviser success. This is your chance to join a business where your ambition is matched with the infrastructure, leads, and support to truly thrive.
What Makes This Opportunity Stand Out?
- A constant flow of high‑quality, professionally generated leads — no need to chase
- Attractive, rewarding remuneration structure
- Full paraplanning + admin support — freeing you to do what you do best: advise and earn
- Market‑leading training & ongoing development
- A national brand with a trusted reputation
- Huge earning potential for advisers who want to scale quickly
- A business built to help you succeed, grow, and maximise your income
What You’ll Be Doing
- Deliver tailored financial advice that helps clients achieve their goals
- Build new client relationships through qualified introductions
- Create and adapt detailed financial plans
- Provide clear, confident recommendations across key financial planning areas
- Develop introducer relationships to expand your pipeline
- Maintain strong, long‑term client partnerships
- Stay up to date with financial products, markets, and regulation
What You Bring
- Proven experience as a Financial Adviser or Planner
- Strong technical understanding of investments & pensions
- Excellent communication and relationship‑building skills
- High standards, strong ethics, and a client‑first mindset
- Confident working with CRM systems and MS Office
- Level 4 Diploma in Financial Advice — essential
If you’re ambitious, hungry, and ready to elevate your career… this is your moment!
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