# Employed Financial Adviser - Contact Shelley Barrett

> Quilter Financial Planning · London, United Kingdom (Hybrid) · Other · Posted 2026-05-13

**Salary:** GBP 40,000–50,000

**Workplace:** hybrid

## Description

Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.

Key Responsibilities:

-   Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances.
-   Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
-   Keep up-to-date with financial regulations, products, and industry trends to provide the best advice.
-   Work collaboratively with colleagues to support business objectives and client outcomes.
-   Maintain accurate client records and comply with all regulatory and compliance requirements.

Requirements:

-   Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
-   Proven experience in providing financial advice within a professional setting.
-   Strong communication and interpersonal skills to effectively engage with clients.
-   Ability to analyze financial information and develop appropriate strategies.
-   Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
-   Proactive and client-focused approach.

## Requirements

-   Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
-   Proven experience in financial advisory roles
-   Strong communication and interpersonal skills
-   Analytical skills to assess and develop financial strategies
-   Up-to-date knowledge of financial regulations and products
-   Client-focused and proactive attitude

## Benefits

Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.

## Apply

[Apply at Quilter Financial Planning](https://apply.workable.com/quilter-financial-planning/j/37B693DEE0/apply)

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