Skip to Main Content

Job Title


Financial Adviser


Company : Quilter Financial Planning


Location : Lincoln, East Midlands


Created : 2025-05-31


Job Type : Full Time


Job Description

One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where their advisers are highly qualified and operate to strict ethical guidelines.If you think you are the right match for the following opportunity, apply after reading the complete description.Requirements:Employed experienced adviser to manage and grow an existing book of clients.All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeMany great opportunities for Advisers to really maximise their earning potential.Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new businessAbout You:Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesBenefits:Salary + bonusAccess to existing clients.Great team culture.