Quilter Financial Planning

About Quilter Financial Planning

Quilter Financial Planning is a leading provider of financial advice, investments, and wealth management, dedicated to building brighter financial futures for every generation. You will be part of a team that manages £109.5 billion in investments for over 900,000 customers in one of the world's largest wealth markets. The company provides comprehensive financial advice to individuals and businesses, with a focus on long-term relationships and customer-centric outcomes. Quilter Financial Planning supports over 1,300 appointed firms across the UK, offering clients flexibility in how they access solutions and services. Quilter has been recognized for its excellence, achieving first place in the FTAdviser's Top 100 Financial Advisers list for two consecutive years. They also received the 'Company of the Year' award at the FT Financial Adviser Service Awards in 2020.

How We Work

You will join a company that prioritizes an inclusive and diverse culture, supporting and encouraging employee well-being. Quilter offers flexibility, with most roles operating on a hybrid model, allowing for 2-3 days in the office. The company emphasizes collaboration, personal accountability, and continuous learning. You will be part of a team committed to doing the right thing, fostering curiosity, embracing challenges, and working stronger together. Quilter's culture focuses on ensuring customers are at the heart of every decision. There is an embeddedness of individuals caring about their roles, their colleagues, and their clients. The company actively promotes career mapping and talent development, providing opportunities for growth and mentorship.

Technology at Quilter Financial Planning

Quilter Financial Planning is undergoing a significant digital transformation, aiming to create a fully integrated wealth business. The company is focused on bringing services within integrated core technology stacks to enhance client outcomes and operational efficiency. They are committed to leveraging new technology, including data and AI capabilities, to improve their propositions. Quilter works with partners like FNZ to modernize and transform its wealth platform, focusing on user-centric design and seamless data migration. Advisers benefit from an enhanced platform with features like automated cash management, improved model portfolio management, and robust business intelligence reporting. Quilter also integrates with third-party software like Dynamic Planner to streamline processes and improve the adviser experience.

Why Join Us

• Empower clients to achieve their financial goals, building lasting relationships and making a tangible impact on their lives.
• Receive comprehensive paraplanning and administrative support, allowing you to focus on providing expert financial advice.
• Benefit from robust lead generation processes and market-focused training to maximize your earning potential.
• Access dedicated development support, including opportunities to achieve Chartered status.
• Thrive in an inclusive and diverse culture that supports your well-being and encourages continuous professional growth.

Benefits & Perks

• 26 days holiday per year, with the option to buy or sell additional days.
• Annual discretionary bonus scheme based on company and individual performance.
• Attractive pension scheme with a 10% company contribution, regardless of your personal contributions.
• Private healthcare, with the option to extend cover to your partner or family.
• Flexible benefits program, including critical illness cover, dental insurance, gym membership, and a cycle-to-work scheme.
• Income protection, providing 75% of your base salary during long-term sickness.
• Share save scheme, offering the opportunity to buy company shares at a discounted price.
• Access to professional financial advice consultations and discounted Quilter products for you and your family.
• Employee Assistance Programme offering confidential counseling and support for emotional and mental well-being.