Protection and Wealth Adviser

2 days ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time
About Our Team

We are seeking a highly skilled Protection and Wealth Adviser to join our award-winning team at Quilter Financial Planning. As a self-employed Protection and Wealth Adviser, you will work closely with dedicated back-office support staff to deliver exceptional customer outcomes.

The successful candidate will have a strong background in protection advice, effective fact-finding, and excellent communication skills. They will also embody our company values and promote them effectively.

The key responsibilities of the role include:

  • Providing high-quality protection advice to clients
  • Effective fact-finding to establish client finances, needs, and future aspirations
  • Embracing company values and promoting them alongside the brand
  • Maintaining knowledge required for the role through regular professional development

A CeMAP or relevant qualification is essential, along with a positive attitude, trustworthy ethos, and exceptional customer service skills. The ability to explain complex information clearly and simply is also crucial.

The estimated annual salary for this position is £42,000 - £52,000, depending on experience.



  • Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full time

    About the OpportunitySecure Mortgages & Protection Ltd. (SMP) is expanding its team of experts in the UK and invites applications from motivated professionals to become part of its success story.The Ideal CandidateWe are looking for individuals with a minimum of 24 months' experience in a similar role, who possess excellent sales skills, both in-person and...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Earn up to £40,000 per annum as a Wealth Management Assistant Professional with Ernest Gordon Recruitment Limited. In this role, you will assist financial advisers with a range of tasks, including data entry, submitting applications, drafting reports, conducting research, and client administration.The successful candidate will have experience in pensions,...


  • Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full time

    Why Join Secure Mortgages & Protection?At Secure Mortgages & Protection, we offer a unique opportunity to advance your career as an Insurance Protection Adviser or Estate Planner. Our company values innovation, professionalism and customer satisfaction, and we're committed to helping you achieve your full potential.Our Benefits:A competitive salary package,...


  • Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full time

    Job OverviewSucceed as an Insurance Protection Specialist with Secure Mortgages & Protection Ltd. (SMP), a leading fully regulated and directly authorised company in the UK, partnering with deVere, the world's largest IFA.About the RoleThis is an exciting opportunity for experienced Insurance Protection Advisers and Estate Planners to expand their product...


  • Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full time

    About the RoleWe are seeking a highly motivated and skilled Insurance Protection Adviser or Estate Planner to join our team in the UK. As an experienced professional, you will have a proven track record of selling protection financial products and building strong relationships with clients.Your key responsibilities will include:Selling protection policies,...


  • Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full time

    About Secure Mortgages & ProtectionSecure Mortgages & Protection is a fully regulated, licensed and directly authorised company with a strategic partnership in the UK. We're expanding across the country and seeking experienced professionals to join our team as Insurance Protection Advisers and Estate Planners.The ideal candidate will have a minimum of 24...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    About the JobWe are Regional Recruitment Services, a leading provider of recruitment services to the financial sector. We are currently seeking an Experienced Wealth Manager to join our advisory team in the UK.As an Experienced Wealth Manager, you will be responsible for providing expert advice to clients on wealth management solutions, including pensions...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Wealth Management Support Professional     Salary: £30,000 - £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study SupportJob DescriptionThis is an exciting opportunity to join a growing wealth management business as a Support Professional. You will work closely with our financial advisers, providing administrative...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are committed to delivering exceptional customer outcomes. As a Protection Adviser, you will have the opportunity to work with a loyal client base and help them achieve their financial goals.This is an outstanding opportunity for a motivated individual to work on a self-employed basis. Your duties will include:Your Key...


  • Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

        Job Title: Financial Adviser    Industry: Wealth Management    Location: Birmingham    Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set)    Job Description:    Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...


  • Birmingham, Birmingham, United Kingdom Goldman Sachs Full time

    Wealth Management Lawyer Job SummaryThis exciting opportunity has arisen for a skilled Wealth Management Lawyer to join our dynamic team in Birmingham. The successful candidate will be responsible for advising on complex financial matters and working closely with senior management.Main ResponsibilitiesAdvising on the current regulatory regime in the EU and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    About 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...


  • Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OverviewA career-defining opportunity for a Trainee Financial Adviser to join a leading UK wealth management and private client financial advice firm is now available at Recruit UK | Certified B Corp™.This role offers the chance to progress your career as a trainee financial adviser, working with a dedicated team of Paraplanners, Compliance and...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    As a Wealth Management Expert at Premier Jobs UK Limited, you will be responsible for providing expert guidance on wealth management best practices to our clients.This role involves developing and delivering training programs, creating educational content, and advising on investment strategies.Key skills and qualifications required for this role...


  • Birmingham, Birmingham, United Kingdom Bruin Full time

    We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Bruin Financial in Birmingham. As a key member of our wealth planning department, you will be responsible for providing high-quality support to our Wealth Planners.Your duties will include:Conducting thorough research on a range of financial planning products and...


  • Birmingham, Birmingham, United Kingdom Quilter Full time

    About Our FirmQuilter is a renowned financial planning company, committed to providing expert, holistic financial advice to high net worth individuals. We are seeking a skilled Senior Chartered Financial Adviser to join our team, working closely with clients and contributing to our ongoing success.Job SummaryYou will manage an existing portfolio of high net...

  • Senior Wealth Manager

    24 hours ago


    Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full time

    We are looking for an experienced Senior Wealth Manager to join our team. This is a unique opportunity for a driven and ambitious individual who wants to take their career to the next level. As a Senior Wealth Manager, you will be responsible for managing client relationships, identifying new business opportunities, and working closely with our Business...

  • Investment Researcher

    3 weeks ago


    Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time

    About the Role: We are seeking a talented Paraplanner to join our team at AFH Wealth Management. As a Paraplanner, you will play a key role in delivering high-quality financial research and analysis to support our advisers and clients. This is an exciting opportunity for a motivated and organized individual who is passionate about finance and committed to...


  • Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time

    About Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.Role Summary: We are currently...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Company Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsJob Description:Wealth Management OpportunitiesThis role involves providing full financial advisory...