Investment Planning Consultant

23 hours ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a professional to work on both an employed and self-employed basis, with the potential to earn up to £60,000 per annum.

The Benefits:

  • All leads are professionally introduced through a robust lead generation process.
  • Attractive remuneration terms.
  • Full paraplanning and admin support.

The Role:

  • Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
  • You will prepare sound financial plans to ensure clients meet their targets.
  • You will advise clients on current financial issues and make recommendations.

About You:

  • Proven experience as a financial planner is essential.
  • You should have the ability to analyze financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems is required.


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