Current jobs related to Financial Adviser - Southampton - Quilter Financial Planning

  • Financial Advisor

    3 months ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** 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...

  • Financial Advisor

    3 months ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **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...

  • Financial Advisor

    3 months ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **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...

  • Financial Advisor

    5 months ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    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...

  • Independent Financial Adviser

    2 months ago

    Southampton, United Kingdom Capio Recruitment Full time

    Job DescriptionJob Title: Independent Financial AdviserLocation: SouthamptonSalary: £42,000 + BonusThe 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 Mortgage as well and...

  • Financial Advisor

    3 months ago

    Southampton, UK, Hampshire, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **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...

  • Financial Advisor

    3 months ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **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...

  • Financial Advisor

    3 months ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **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...

  • Financial Advisor Opportunity

    2 days ago

    Southampton, Southampton, United Kingdom OneDome Ltd Full time

    {"h1": "Job Opportunity: Self-Employed Financial Advisers", "p": "We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver tailored and comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric...

  • Financial Advisor Opportunity

    3 days ago

    Southampton, Southampton, United Kingdom OneDome Ltd Full time

    {"h1": "Job Opportunity: Self-Employed Financial Advisers", "p": "We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver tailored and comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric...

  • Financial Advisor Opportunity

    21 hours ago

    Southampton, Southampton, United Kingdom OneDome Ltd Full time

    {"h1": "Job Opportunity: Self-Employed Financial Advisers", "p": "At OneDome Ltd, we are a rapidly expanding wealth management and financial advice firm dedicated to providing exceptional financial services. Our mission is to deliver comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric...

  • Financial Advisor Opportunity

    18 hours ago

    Southampton, Southampton, United Kingdom OneDome Ltd Full time

    {"h1": "Job Opportunity: Self-Employed Financial Advisers", "p": "At OneDome Ltd, we are a rapidly expanding wealth management and financial advice firm dedicated to providing exceptional financial services. Our mission is to deliver comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric...

  • Self Employed Financial Advisor

    3 weeks ago

    Southampton, United Kingdom OneDome Ltd Full time

    Job Opportunity: Self-Employed Financial Advisers We are a rapidly expanding wealth management and financial advice firm, dedicated to providing exceptional financial services. Our mission is to deliver personalised and comprehensive financial advice, ensuring our clients achieve their financial goals. We pride ourselves on our client-centric approach, and...

  • Financial Planning Assistant

    2 days ago

    Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time

    Job Title: ParaplannerPavilion Recruitment Solutions is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Stay up-to-date with market developments, regulatory changes, and product updates to ensure compliance and...

  • Financial Planning Assistant

    2 days ago

    Southampton, Southampton, United Kingdom Pavilion Recruitment Solutions Full time

    Job Title: ParaplannerPavilion Recruitment Solutions is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Stay up-to-date with market developments, regulatory changes, and product updates to ensure compliance and...

  • Financial Planning Specialist

    4 weeks ago

    Southampton, Southampton, United Kingdom SKYE SOLUTIONS RECRUITMENT LIMITED Full time

    Position OverviewThis is a full-time opportunity for an experienced Paraplanner at SKYE SOLUTIONS RECRUITMENT LIMITED, where we manage a diverse portfolio of client assets.Key ResponsibilitiesConduct comprehensive financial planning and analysis.Perform in-depth research on pensions and investment options.Draft detailed recommendation reports for client...

  • Financial Planning Paraplanner

    1 month ago

    Southampton, Southampton, United Kingdom Skye Solutions Recruitment limited Full time

    Position Overview:This is a full-time opportunity for an experienced Paraplanner at Skye Solutions Recruitment Limited. The role involves managing a significant portfolio of client assets, providing comprehensive financial advice and support.Key Responsibilities:The Paraplanner will undertake a variety of essential tasks, including but not limited...

  • Financial Planning Specialist

    1 month ago

    Southampton, Southampton, United Kingdom Skye Solutions Recruitment limited Full time

    Position Overview:This is a full-time opportunity for an experienced Paraplanner at Skye Solutions Recruitment Limited. The firm is currently managing an impressive portfolio of client assets.Key Responsibilities:The Paraplanner will undertake a variety of essential tasks, including:Conducting comprehensive financial planningPerforming in-depth...

  • Financial Planning Specialist

    1 month ago

    Southampton, Southampton, United Kingdom Skye Solutions Recruitment limited Full time

    Position Overview:This is a full-time opportunity for an experienced Paraplanner at Skye Solutions Recruitment Limited, where we focus on managing substantial client assets.Key Responsibilities:The Paraplanner will engage in a variety of essential tasks, including:Conducting in-depth financial planningPerforming comprehensive researchAnalyzing pension...

  • Financial Planning Specialist

    1 month ago

    Southampton, Southampton, United Kingdom Skye Solutions Recruitment limited Full time

    Position Overview:This is a full-time opportunity for an experienced Paraplanner at Skye Solutions Recruitment Limited, where we are currently managing a substantial portfolio of client assets.Key Responsibilities:The Paraplanner will undertake a variety of essential tasks including:Conducting comprehensive financial planningPerforming in-depth...

Financial Adviser

4 months ago

Southampton, United Kingdom Quilter Financial Planning Full time

** Any applicant must hold a Level 4 Diploma in Financial Advice **


An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.


The ideal candidate will deliver personalized solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.


Responsibilities

  • Provide financial planning support to clients
  • Prepare financial plans and check their accuracy


Qualifications

  • Minimum Level 4 Diploma in Financial Advice or at Chartered financial advice level
  • 3+ years' of industry experience
  • Strong understanding of the financial advising industry
  • Excellent interpersonal skills