At a Glance
- 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 a rewarding remuneration structure.
- Other info: Ambitious candidates will find excellent growth opportunities.
- 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.
The predicted salary is between 50000 - 70000 £ per year.
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 in Guildford, Surrey employer: Quilter Financial Planning
Quilter is an exceptional employer for Financial Advisors, offering a robust support system that includes a constant flow of high-quality leads and comprehensive paraplanning and admin assistance. With a strong commitment to employee growth through market-leading training and a rewarding remuneration structure, Quilter fosters a dynamic work culture where ambition is matched with opportunity, making it an ideal place for driven professionals to thrive in the financial services sector.
Contact Details:
Quilter Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Guildford, Surrey
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter Financial Planning. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor in Guildford, Surrey
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter Financial Planning.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter Financial Planning's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter Financial Planning
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter Financial Planning.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter Financial Planning will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter Financial Planning employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
