Financial Services Expert

3 weeks ago


Bury, Borough of Bury, United Kingdom Quilter Financial Planning Full time
Job Description:

We are seeking an experienced Financial Services Expert to join our team at Quilter Financial Planning, based in Bury, Lancashire. As a key member of our Partner Firm, you will provide comprehensive financial advice to clients.

The ideal candidate will hold a Diploma in Financial Advice and have some industry sales experience. A strong understanding of the investment business and excellent interpersonal skills are essential.

Key Responsibilities:

  • Provide holistic financial advice to clients
  • Analyse complex financial data
  • Collaborate with colleagues to achieve team goals

Benefits:

  • Competitive salary £35,000 - £40,000 per annum
  • Excellent bonus structure
  • Full administration service
  • Full paraplanning support


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