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Financial advisor

Worcester
Quilter Financial Planning
Financial advisor
Posted: 9 April
Offer description

*** 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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