Financial Planning Associate
1 week ago
The role of a Financial Planning Associate at Bruin Financial involves providing exceptional support to Wealth Planners in Birmingham. With a Diploma in Financial Planning, you will be responsible for conducting high-quality research on various financial products and services, including pensions, life insurance, tax planning, and investment management. Your duties will also include undertaking accurate calculations and cash-flow modeling, preparing suitability reports, and drafting technical documents for client presentations.
To succeed in this role, you must have experience in all financial planning practices and disciplines, including investments, pensions, and protection. You should also possess excellent communication skills and be able to maintain technical knowledge and expertise in the financial markets and industry.
A competitive salary of £40,000 per annum is offered for this exciting opportunity, with potential for career advancement into an advisory role with full training and support.
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Financial Planning Professional
1 week 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
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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Career Opportunities in Financial Planning
1 week 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 Services Consultant
4 weeks 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 Adviser Opportunity
2 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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Financial Career Starter
2 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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Financial Specialist
1 week 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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Financial Protection Specialist
1 week 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 Protection Consultant
1 week 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 Services Specialist
1 week 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
1 week 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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Financial Services Advisor
1 week 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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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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Become a Self-Employed Financial Planner
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis is an exciting opportunity to join our team as a self-employed financial planner, where you will have the chance to grow your business and build lasting relationships with clients.
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Advisory Solutions Specialist
4 weeks 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 Management Expert
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...
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Wealth Advisory Specialist
2 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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Protection Professional
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning, a renowned member of the Quilter Financial Planning network, seeks a skilled Protection Specialist to join their team.The ideal candidate will have experience in providing high-quality protection advice and fact-finding effectively to establish clients' current finances, needs, and future aspirations.The role involves...
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Investment Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking a skilled and experienced Financial Adviser to join our team. The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and the ability to work independently.Your primary responsibility will be to provide expert financial advice to clients, helping them to achieve their...
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Quilter Career Development Programme
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Career Development ProgrammeWe are seeking a bright and ambitious individual to join our team as a financial adviser. This role offers:Flexibility around family and a good work/life balance.Opportunities for career progression and professional growth.Personal satisfaction and the opportunity to make a positive impact on people's lives.About the...