Financial Planner

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

A once in a blue moon opportunity - . Allow me to paint a picture so you can visualise what your next career move may look like with this Wealth Management firm. I am going to use the name Tim to keep things confidential and of course for GDPR's sake. Tim has been in the industry for over 30 yearsand has developed a large book of business to the value of...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and...

Job DescriptionQuilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for...

**We are currently looking for an experienced Transport Planner to join our busy Southampton transport depot.** Abacus Logistics Ltd are a family run logistics company, who have 100 + vehicles servicing the container ports of Southampton, London and Felixstowe. **Core Responsibilities and duties;** - To plan and route a fleet of our own and sub-contractor...

About the RoleAs a Financial Planning Manager at Quilter plc, you will lead and support a team of Financial Planners focused on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.This is a player-manager role, requiring the successful candidate to carry out the role of a Financial...

About the BusinessQuilter is a leading wealth management company that helps to create brighter financial futures for every generation. With £116.2 billion in customer investments, we have an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.The business...

About the RoleAs part of expansion plans for the Advice Hub, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.We are looking for individuals with strong knowledge of the Financial Services industry and an extensive background...

We are looking for a Financial Adviser with experience in developing and managing a mature client book. As a financial planner, you will be responsible for providing expert financial advice to our clients on a broad spectrum of advice, including complex retirement and inheritance tax planning. You will also have experience advising personal and corporate...

**BAT is evolving at pace - truly like no other organization.** **To achieve the ambition, we have set for ourselves, we are looking for colleagues who are ready to live our ethos every day. Come be a part of this journey!** **BAT UK** **IS LOOKING FOR A SUPPLY NETWORK PLANNER** **JOB TYPE: Permanent** **FUNCTION**: Operations **SALARY...

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such,they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they...

About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers.Quilter oversees £111.6 billion in customer investments (as at 31 March 2024).It has an adviser and customer offering spanning financial advice, investment platforms,...

**Job Title: Independent Financial Adviser** **Location: Southampton** **Salary: £37,500 - £60,000 (DOE)** **The Company**: An established Independent Financial Planning firm with a fantastic reputation is now looking for a Financial Adviser to join their growing team. Our client offers fully independent advice on Pensions, Investments, Insurance and...

About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms,...

About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and...

Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges? In this role, you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements. You will be expected to travel to client...

About the RoleThis role will involve leading and supporting a team of Financial Planners in delivering exceptional financial planning solutions to new Quilter customers. The successful candidate will also be expected to carry out the role of a Financial Planner, working with customers to identify financial requirements and needs.

**Job Title**:Desk Based Adviser **Industry**:Financial Services **Location**: Southampton **Salary**:£35,000 - £38,000 **Reference Number**: 15751 You have a passion for financial planning and want to work for a company that will give you the opportunity to thrive. You’ve been a financial planner and want to move away from face-to-face advice into...

**Job Title: IFA Administrator** **Location: Southampton** **Salary: £22,000 - £25,000** **The Company**: The opportunity to join a growing and exciting Independent Financial Advisor firm. A very friendly and family orientated working environment who provide a professional service tailored to the clients needs. They are looking for an IFA administrator...

Job DescriptionQuilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK's best wealth manager for clients and their advisers. As part of our expansion plans, we are seeking a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme.We require individuals with a...