Join us

If you are an adviser with the desire to start a firm with your name over the door, then look no further. We have helped hundreds of people just like you make their dreams into a reality.

We support you every step of the way, giving you the technology, expertise and financial strength that will enable you to thrive and grow your business into something that lasts. Today we do just that for more than 1,300 firms of all shapes and sizes.

As one of the UK’s largest financial advice networks, we support over 1,300 firms of all shapes and sizes run their business profitably, grow sustainably and when the time comes, exit with confidence.

Whether you are looking to de-risk your business, gain greater control of your rising cost base, need help with growing your firm or are positioning your business to maximise its sale price in a few years’ time, we can help you achieve the best outcome for you and your clients.

When the time comes to step away from your business, you are faced with many concerns and challenges.

• How much is your business really worth?
• How can you ensure that your clients are treated well and not shoehorned into an offering?
• How can you exit with confidence, without fearing future liabilities and tax?

Joining Quilter Financial Planning opens you up to an in-house market, where you can acquire and be acquired, using a clear and agreed valuation template. With a proven handover path, when the time comes to start the exit process, we ensure clarity for all parties, managing expectations and avoiding disappointments.

Our internal practice buy-out programme has a wide range of options available, from partial to full buyouts and everything in between, meaning you can find the option that’s best for you and your clients.

It really does work. More than a hundred firms have successfully exited since our programme launched in 2015, ensuring business owners have realised the monetary benefits of what is often a lifetime’s work, while their clients continued to receive the excellent standard of service they’d been used to.

As one of the UK’s largest financial advice networks, we support over 1,300 firms of all shapes and sizes, meaning we can find one that’s just right for you. You’ll have the freedom within our network to continue providing expert financial advice to your clients in the way that you want.

Regardless of where you are in your career, we have the tailored support to help. Whether you’re newly qualified or looking to take the next step in your career, our structured development pathways, award winning consultancy practice, and Financial Adviser School can help you enhance your skills and knowledge.

If you want to join a successful, growing business with advisers across the UK, Quilter Financial Advisers has the opportunities for you. You’ll have the freedom to continue providing expert financial advice to your clients in the way that you want.
Our impressive package of support and incentives includes:

• competitive contracts (covering fee, commission, and combination remuneration), providing you with monthly earnings pitched to be above market averages
• training and continuing professional development support
• full paraplanning support.

We also welcome applications from part-qualified professionals who want to further their career in financial planning, providing them with full training to attain competent adviser status.