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For Companies At a Glance
- Tasks: Deliver tailored financial advice and build strong client relationships.
- Company: Join Quilter, one of the UK's leading financial services networks.
- Benefits: Enjoy high-quality leads, full support, and a rewarding remuneration structure.
- Why this job: Unlock your earning potential and thrive with unmatched support and training.
- Qualifications: Must have CAS and a Level 4 Diploma in Financial Advice.
- Other info: Ambitious candidates will find excellent growth opportunities in a trusted brand.
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!
Locations
Financial Advisor (Investments / Pensions) in Devon, Plymouth 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 Devon, Plymouth
✨Network Like a Pro
Get out there and connect with other financial professionals! Attend industry events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and new opportunities.
✨Showcase Your Expertise
Create content that highlights your knowledge in investments and pensions. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let potential clients see you as the go-to expert in your field.
✨Leverage Our Resources
Don’t forget to check out our website for exclusive resources and tools that can help you in your job search. We’ve got loads of support to help you land that dream role as a Financial Advisor!
✨Prepare for Interviews
Practice makes perfect! Prepare for common interview questions and have your success stories ready to share. Show them how your skills and experience align with their needs, and don’t forget to ask insightful questions about their support for advisers.
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Devon, Plymouth
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 how they can benefit clients. This shows that you're not just qualified, but also passionate about helping clients achieve their goals.
✨Showcase Your Experience
Prepare to share examples from your past where you've successfully built client relationships or created tailored financial plans. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your achievements.
✨Ask Smart Questions
Demonstrate your interest in the role by asking insightful questions about the company's support for advisers and their approach to client relationships. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The interviewers want to see if you'll fit into their team culture, so be genuine and show them your client-first mindset and strong ethics.