ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?

If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!

Responsibilities:

Provide Financial Planning support to clients
Provide full holistic financial advice to a varied range of clients
Support investment professionals to cultivate client relationships

Skills

Understanding complex information - Analysing financial data
Team building - Collaboration
Consistency - Proficiency
Professionalism - Adaptability
Research and analysis - Client confidentiality
Listening and communication - Record keeping
Diploma in Financial Advice
Some Industry Sales experience
Strong understanding of the investment business
Excellent interpersonal skills

Qualifications:

Diploma in Financial Advice
Some Industry Sales experience
Strong understanding of the investment business
Excellent interpersonal skills
Full Administration Service
Full Paraplanning Support
Development support to achieve Chartered status
Client provided
Salary range £40,000 to £50,000

Quilter Financial Planning

Latest Jobs

Employed Financial Adviser UK Wide