Senior Financial Planner

2 months ago


Dumfries Galloway, United Kingdom Quilter Financial Planning Full time

We are seeking a seasoned and accomplished Senior Financial Planner to join our wealth management team at Quilter Financial Planning. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Planner's primary responsibilities include meeting with clients regularly to provide trusted financial advice.

As a Senior Financial Planner, you will be responsible for delivering personalized financial planning advice and building strong relationships with clients and their families. You will also be expected to meet with and recruit prospective and new clients, and develop relationships with professionals that will result in new client referrals for the business.

At Quilter Financial Planning, we specialize in delivering wealth management solutions that are tailored to meet the unique needs of our clients. Our team includes experienced financial planners and mortgage advisers, as well as a client service and operations team.

Key Responsibilities:

  • Meet with clients regularly to review their financial goals and provide personalized advice
  • Develop and maintain strong relationships with clients and their families
  • Meet with and recruit prospective and new clients
  • Develop relationships with professionals to generate new client referrals
  • Stay up-to-date with industry developments and regulatory requirements

Requirements:

  • 5+ years of experience in financial planning or a related field
  • Designated Level 4 qualified advisor
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

Benefits:

  • Competitive salary and bonus scheme
  • Company pension and sick pay
  • Death in service benefit
  • 35 days paid holiday
  • Hybrid working arrangement


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Senior Financial AdviserWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team at Quilter Financial Planning. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Senior Financial AdviserWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team at Quilter Financial Planning. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients...


  • Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time

    {"title": "Senior Financial Adviser", "description": "Role OverviewWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In this role, you will be responsible for providing trusted financial advice to clients, understanding their goals, and developing personalized financial plans.As a Senior Financial...


  • Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time

    {"title": "Senior Financial Adviser", "description": "Role OverviewWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In this role, you will be responsible for providing trusted financial advice to clients, understanding their goals, and developing personalized financial plans.As a Senior Financial...


  • Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time

    {"title": "Senior Financial Adviser", "description": "Job SummaryWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.In this role, you will be...


  • Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time

    {"title": "Senior Financial Adviser", "description": "Job SummaryWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.In this role, you will be...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Job SummaryWe are seeking an experienced and seasoned Senior Financial Planner to join our wealth management team at Quilter Financial Planning. As a Senior Financial Planner, your primary responsibilities will include meeting with clients regularly to provide thoughtful, personalized financial planning advice and develop relationships with professionals...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Job SummaryWe are seeking an experienced and seasoned Senior Financial Planner to join our wealth management team at Quilter Financial Planning. As a Senior Financial Planner, your primary responsibilities will include meeting with clients regularly to provide thoughtful, personalized financial planning advice and develop relationships with professionals...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Senior Financial Adviser Job DescriptionWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team at Quilter Financial Planning. In this role, you will be responsible for providing thoughtful, personalized financial planning advice to clients and developing relationships with professionals to generate new client...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    Senior Financial Adviser Job DescriptionWe are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team at Quilter Financial Planning. In this role, you will be responsible for providing thoughtful, personalized financial planning advice to clients and developing relationships with professionals to generate new client...


  • Dumfries & Galloway, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the...


  • Dumfries, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the very...


  • Dumfries, United Kingdom Quilter Financial Planning Full time

    Job Description We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly. In order to provide...


  • Dumfries, Scotland, Scotland, United Kingdom Quilter Financial Planning Full time

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.In order to provide clients with the...


  • Dumfries, Dumfries and Galloway, United Kingdom Harrison Scott Associates Full time

    Financial Leadership OpportunityOur client, a leading provider in their sector, is seeking a highly skilled Financial Controller to join their Operations Leadership Team. As a key member of the management team, you will be responsible for leading the Management Accounts, Control and Reporting team and working closely with the Chief Financial Officer to...


  • Dumfries, Dumfries and Galloway, United Kingdom Harrison Scott Associates Full time

    Job Title: Accounts and Finance ControllerOur client, a leading provider in their sector, is seeking a highly skilled Finance Controller to join their Operations Leadership Team. As a key member of the team, you will be responsible for leading the Management Accounts, Control and Reporting team based at their manufacturing facility.Key Responsibilities:Lead...


  • Dumfries, Dumfries and Galloway, United Kingdom David Allen Full time

    Role OverviewAs a Senior Accountant at David Allen, you will be responsible for providing expert accountancy and corporation tax services to a range of business enterprises.You will play a key role in client account work, preparing financial statements, and helping their bookkeepers with their roles.You will also interact with other teams in the company,...

  • Senior Accountant

    2 weeks ago


    Dumfries, Dumfries and Galloway, United Kingdom David Allen Full time

    About the RoleAs a Senior Accountant at David Allen, you will play a key role in providing accountancy and corporation tax services to a range of business enterprises. Your responsibilities will include preparing financial statements, assisting bookkeepers, and interacting with other teams to identify planning opportunities and key communication points ahead...

  • Accounts Senior

    5 months ago


    Dumfries, United Kingdom David Allen Full time

    Join #TeamDA as an Accounts Senior Are you looking for a varied role in which you will have the opportunity to interact with local and national clients? Do you wish to develop in your career or take the next step on the career ladder? If this sounds like you, and you have a detailed, methodical, and collaborative approach to work, an Accounts...

  • Senior Accountant

    1 month ago


    Dumfries, Dumfries and Galloway, United Kingdom David Allen Full time

    About the RoleWe are seeking a highly skilled and experienced Accounts Senior to join our team at David Allen. As a key member of our accounting team, you will be responsible for providing expert accountancy and corporation tax services to a diverse range of business enterprises.Key responsibilities will include:Preparing financial statements and providing...