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!
Requirements
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
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Client provided
- Salary range £40,000 to £50,000
Skills Required
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Quilter Financial Planning Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Quilter Financial Planning and has not been reviewed or approved by Quilter Financial Planning.
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Retirement Support — Employer pension contributions are positioned as generous and a core part of total reward. This long‑term savings support helps offset perceptions that cash pay is only mid‑market in some areas.
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Healthcare Strength — Private medical insurance, life assurance and income protection are presented as standard protections in the package. These protections are highlighted as a relative strength even when salary doesn’t stand out.
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Flexible Benefits — A broad, configurable menu (e.g., dental, critical illness, health cash plan, cycle-to-work, tech purchases, share plans) and hybrid working expand total reward value. Wellbeing resources and flexible options add appeal across different roles and needs.
Quilter Financial Planning Insights
What We Do
Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice. Our advisers are focused on providing the right advice and solutions for their clients, both individuals and businesses. They operate across all markets, from wealth management and retirement planning advice through to dealing with your property wealth and personal and business protection needs. We understand that every financial adviser has unique needs and goals. That's why we offer a range of partnership options designed to support advisers at every stage of your business journey. We can help them: - launch, grow, run, or exit their business - or a combination of these - become a financial adviser - upskill their own staff, through the Quilter Academy. Talk to us today - we have a partnership option that's right for you: https://www.quilter.com/our-partnership-options/get-in-touch/
