Financial Planning Support Specialist
1 day ago
As a key member of our team at this Independent Financial Advice practice, you will be working closely with experienced financial planners to deliver exceptional client experiences. With a strong focus on building long-lasting relationships and tailoring solutions to meet the unique needs of each client, we are seeking an experienced paraplanner to join us in our office in Birmingham.
About the Role- Prepare recommendations and suitability reports for clients, ensuring accuracy and attention to detail.
- Build cash flow models and undertake research to identify suitable solutions for clients.
- Establish and maintain strong relationships with clients, providing exceptional service and support.
- A highly competitive salary up to £42,000, negotiable dependent on skills and experience.
- A bonus scheme that rewards your hard work and dedication.
- Pension contributions matched up to 5%.
- The flexibility to work from home, with regular team meetings and 121s in our office.
- Ongoing support and training to help you achieve your career goals.
- A Level 4 Diploma or equivalent qualification.
- Strong technical knowledge of a wide range of product areas, including pensions, investments, IHT planning, tax planning, and protection.
- Excellent suitability report writing skills.
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Financial Planning Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...
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Financial Planning Career Development Specialist
13 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionAs a financial adviser at Quilter Financial Planning, you will play a vital role in helping clients achieve their financial goals and objectives.Key responsibilities include:Providing expert financial advice and guidance to clients.Developing and implementing tailored financial plans.Maintaining and updating knowledge of financial regulations...
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Financial Planning Career
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...
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Financial Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...
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Career Opportunities in Financial Planning
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewWe are a leading financial planning company that values professionalism, integrity, and a commitment to excellence. Our team of experts is dedicated to providing top-notch financial advice to our clients.
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Financial Protection Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...
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Financial Services Specialist
1 day ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob OverviewWe are currently recruiting for a Full-Time Financial Adviser position within our Quilter Financial Planning team.This exciting career opportunity is ideal for ambitious individuals seeking a role with excellent financial benefits, flexibility around family and work-life balance, and personal satisfaction in doing something meaningful and...
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Financial Services Consultant
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Financial Services Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...
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Financial Services Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...
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Full-Time Financial Planning Career Opportunity
14 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeSalary and BenefitsThe estimated annual salary for this position is £40,000 - £60,000, depending on experience and qualifications.Successful candidates will receive fully paid access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.Upon qualification, candidates will join Quilter...
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Financial Career Starter
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob OverviewWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. As a financial adviser, you will have the opportunity to build a successful business and help clients achieve their financial goals.The ideal candidate will have a strong work ethic, excellent communication skills, and the ability to learn and...
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Career Transition Financial Advisor
1 day ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeRole OverviewWe are seeking an ambitious financial services professional to join our team as a self-employed financial adviser.As a financial adviser, you will have the opportunity to work with clients to help them achieve their financial goals and enjoy a high level of flexibility in your work arrangements.The successful candidate will be motivated, driven,...
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Financial Protection Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...
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Financial Adviser Opportunity
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Advisory Solutions Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...
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Wealth Advisory Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleThis is an exciting opportunity to join our team as a financial adviser and start your career in financial planning. As a financial adviser, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.We are looking for someone who is passionate about delivering exceptional...
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Quilter Full-Time Financial Adviser Role
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...
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Financial Services Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...
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Financial Planning Support Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeJob SummaryThis Financial Planning Support Specialist role in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.The successful candidate will be providing technical, research and...