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- Tasks: Deliver tailored financial advice and build strong client relationships.
- Company: Join Quilter, a leading financial services network in the UK.
- Benefits: Enjoy high-quality leads, full support, and attractive remuneration.
- Why this job: Elevate your career with unmatched support and huge earning potential.
- Qualifications: Must have CAS and a Level 4 Diploma in Financial Advice.
- Other info: Dynamic environment with market-leading training and development opportunities.
The predicted salary is between 50000 - 70000 £ per year.
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!
Financial Advisor (Investments / Pensions) in Crawley employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Crawley
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Showcase your expertise! Create a personal brand on social media or a professional website where you can share insights about investments and pensions. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience and skills align with what Quilter is looking for. Tailor your message to show how you can help them achieve their goals while growing your own career.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining a company that values ambition and growth just like you do.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Crawley
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in Financial Advice right at the start. We want to see that you meet the essential criteria, so don’t be shy about showcasing your qualifications!
Tailor Your Application: Take a moment to customise your application for this role. Mention your experience with investments and pensions, and how you've helped clients achieve their financial goals. We love seeing how you can fit into our team!
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon where possible. We appreciate a well-structured application that gets straight to the point — it shows us you value our time!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this fantastic opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you brush up on your knowledge of investments and pensions. Be ready to discuss specific financial products and regulations, as well as how they can benefit clients. This shows you're not just qualified but genuinely passionate about helping clients achieve their goals.
✨Showcase Your Success
Prepare to share examples of your past successes as a Financial Adviser. Highlight how you've built client relationships and delivered tailored advice. Use numbers where possible to demonstrate your impact, like growth in assets under management or client satisfaction rates.
✨Practice Your Pitch
Since you'll be delivering financial advice, practice explaining complex concepts in simple terms. Role-play with a friend or family member to refine your communication skills. This will help you convey confidence and clarity during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's support structure and training opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career ambitions. Remember, it's a two-way street!