Financial Planning Professional

2 days ago


Southampton, Southampton, United Kingdom Quilter Full time

Job Overview

We are looking for an experienced Financial Planner to join our team at Quilter plc. The successful candidate will work with customers to identify financial requirements and needs, recommending suitable investment and advice vehicles to support customers' financial goals.

This is a fully supported financial planner role, with leads provided, dedicated support team, and in-house paraplanning services available. The role also comes with a competitive salary of approximately £45,000-£55,000 per annum, depending on experience.

Responsibilities include:

  1. Advice/sales
  2. Client relationship management
  3. Attainment of KPIs including lead conversion

Required skills and qualifications include Level 4 Diploma in Financial Advice, strong knowledge of the Financial Services industry, and previous or current Financial Planner status with minimum 3 years' experience.

We offer a range of flexible benefits to UK employees, including private medical insurance, life assurance, and healthcare cash plan, in addition to our core benefits.



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