Financial Specialist

14 hours ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time
Job Description

This 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' current finances, needs, and future aspirations through effective fact-finding.

Essential skills and qualifications for this position include CeMAP or relevant qualification and a strong client-orientated approach.

The estimated annual salary for this position is around £62,000, reflecting the company's commitment to recognizing and rewarding its top performers.



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