Financial Services Professional

3 weeks ago


Manchester, United Kingdom Quilter Financial Planning Full time
Job Opportunity

We are seeking an experienced Financial Services Professional to join our team at Quilter Financial Planning.

This is a fantastic opportunity for a senior wealth adviser to work on an employed basis with one of our strategic partner firms, offering excellent remuneration terms and full paraplanning support.

The estimated salary for this role is £45,000 - £60,000 per annum, depending on experience.

About 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 and advise them on current financial issues.
  • You will generate new business, build introducer relationships, and customise financial plans according to clients' changing needs.
  • You will build strong relationships to retain existing clients and maintain and update knowledge of regulations, practices, and financial products.

About You:

  • You must have proven experience as a financial planner and ability to analyse financial information and comply with regulations.
  • You should be proficient in MS Office and CRM systems, with attention to detail and strong math skills.
  • You must have strong ethics, with a customer-oriented attitude, outstanding communication skills, and the ability to foster long-term relationships.


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