Protection and Wealth Adviser
2 days ago
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.
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Protection Adviser Executive
6 days ago
Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full timeAbout 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...
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Wealth Management Assistant Professional
1 week ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeEarn 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,...
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Financial Protection Consultant
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Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full timeWhy 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,...
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Insurance Protection Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full timeJob 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...
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Estate Planning and Protection Advisor
6 days ago
Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full timeAbout 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,...
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Protection Insurance Sales Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Secure Mortgages & Protection Full timeAbout 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...
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Experienced Wealth Manager
2 days ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout 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...
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Wealth Management Support Professional
4 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWealth 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...
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Protection and Wealth Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt 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...
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Wealth Management Professional
1 month ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob 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...
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Wealth Management Specialist
4 weeks ago
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Financial Protection Specialist
2 days 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 Adviser Trainee
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Wealth Management Expert
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Wealth Planning Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Bruin Full timeWe 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...
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Holistic Wealth Adviser
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Full timeAbout 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...
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Senior Wealth Manager
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Investment Researcher
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Pension Administration Professional
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Senior Wealth Manager
1 week ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany 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...