Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000
About the Role

We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Conduct thorough financial assessments, providing tailored advice and recommendations to clients.
  • Work closely with our clients to create personalized financial plans, ensuring they are on track to meet their objectives.
  • Stay up-to-date with industry developments, ensuring our clients receive the best possible advice.
  • Collaborate with our team to deliver exceptional client service, ensuring our clients feel valued and supported.
Requirements
  • Diploma in Financial Advice or equivalent qualification.
  • Strong understanding of the investment business and financial markets.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer
  • Competitive salary and bonus structure.
  • Ongoing training and development opportunities, ensuring you stay up-to-date with industry developments.
  • Access to a range of benefits, including pension and death in service benefits.
  • Flexible working arrangements, with the ability to work from home or in our office.
  • Opportunities for career progression and professional growth.

  • Financial Planning Associate

    4 weeks ago

    London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...

  • Financial Planning Associate

    4 weeks ago

    London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...

  • Financial Planning Specialist

    6 days ago

    London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000

    Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...

  • Financial Services Consultant

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About Quilter Financial PlanningWe are a leading financial services company that provides expert advice and guidance to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Mortgage and Protection Specialist to join our team. As a...

  • Financial Services Consultant

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About Quilter Financial PlanningWe are a leading financial services company that provides expert advice and guidance to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Mortgage and Protection Specialist to join our team. As a...

  • Financial Planning Specialist

    2 days ago

    London, Greater London, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company is seeking a highly skilled Financial Planning Specialist to join their team in London. This is an exciting opportunity to work with a luxury media agency that supports development and internal mobility.Your new role as a Financial Planning Specialist will involve:Financial planning and analysisBudgeting and forecastingFinancial...

  • Investment Planning Advisor

    4 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...

  • Investment Planning Advisor

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Opportunity at Quilter Financial PlanningAbout the Role:We are seeking an experienced Financial Advisor to join our team on both an employed and self-employed basis.As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for growth and development.The Benefits:All leads are...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients to help them achieve their financial goalsConduct financial...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.What We OfferFully paid access to an...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Financial PlannerAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.What We OfferFully paid access to an...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...

  • Financial Planner

    3 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking two experienced Financial Advisers to join our team at Quilter Financial Planning, with annual salaries starting at £50,000.As a Financial Adviser, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key responsibilities...

  • Mortgage and Protection Specialist

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    {"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...

  • Mortgage and Protection Specialist

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    {"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...

  • Financial Planner

    1 month ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Employed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...