Financial Planning Advisor
16 hours ago
Role Overview:
Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.
Key Responsibilities:
- Generating new client opportunities
- Ensuring clients make wise and profitable decisions
- Preparing sound financial plans
- Advising clients on current financial issues
- Maintaining and updating knowledge of regulations
Requirements:
- Good attention to detail, strong maths skills, and ability to learn
- Trustworthy with experience in MS Office and data management systems
- Excellent communication skills and relationship building
Benefits:
- Fully supported 14-week programme
- First 7 weeks cover business development, Quilter's induction, and adviser skills training
- Final 6 weeks consolidate knowledge and prepare for client engagement
- Financial support for the first 13 months
- Guaranteed client opportunities provided in the first year
Salary:
We estimate this role offers a salary range of £25,000 - £35,000 per annum, depending on experience.
-
Financial Planning Specialist
5 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced financial advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for those looking to...
-
Experienced Financial Advisor Wanted
14 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeFulfilling Career OpportunitiesWe are seeking ambitious and driven individuals to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for advisors to work on both employed and self-employed basis.Our strong network of advisors spans across the UK, providing office and field-based roles for...
-
Career Opportunities for Financial Advisors
17 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCareer OverviewWe are seeking ambitious individuals to embark on a rewarding career as self-employed financial advisers. This opportunity is perfect for those looking to transition into a new industry or return to work after a break.The role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for...
-
Investment Advisor
18 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is seeking experienced Investment Advisors to join their team. As an Investment Advisor, you will be responsible for analyzing clients' financial situations and developing personalized investment plans to meet their goals.This role offers a competitive annual salary of £50,000, providing an excellent opportunity for career growth...
-
Financial Planner Opportunity
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
-
Senior Financial Consultant
13 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...
-
Investment Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking a highly motivated Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for delivering exceptional customer service to our clients and building strong relationships.Skills and Qualifications:We are looking for an individual with a Diploma in Financial Advice and some Industry Sales...
-
Financial Planning Specialist
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking an experienced Financial Planner to join our team at Quilter Financial Planning, offering an exciting opportunity for a professional looking to develop and grow. This role will involve working on both employed and self-employed basis, providing financial planning services to clients across the UK.Key Responsibilities:Developing and...
-
Financial Advisor
1 day ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout David James WealthAt David James Wealth, we are a leading financial planning business with purpose-led financial planning at our core. We have seen strong growth across our three divisions - wealth, sport and music - and are looking for talented individuals to join our team.Our company values are built around doing the right thing, being totally...
-
Financial Planning Consultant
18 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...
-
Financial Planning Professional
15 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionA highly rewarding career as a full-time financial adviser awaits you at Quilter Financial Planning. This role offers excellent opportunities for personal and professional growth, with a competitive salary of £35,000 per annum.We are seeking bright, ambitious individuals who share our passion for delivering exceptional customer service and...
-
Financial Planner
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAre you a detail-oriented individual with excellent communication skills? We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning.Job Description:We provide high-quality advice services to support our clients in achieving their financial goals. As a Financial Advisor, you will be responsible for working closely with our...
-
Financial Planning Expert
14 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany OverviewDavid James Wealth is a financial planning business with purpose-led financial planning at its core. Our business is experiencing strong growth across three divisions: wealth, sport, and music.
-
Financial Planning Consultant
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
-
Financial Planning Professional
6 days ago
London, Greater London, United Kingdom Financial Planning Firm Full timeWe are working with a leading Financial Planning Firm to find an experienced Paraplanner for a new role in London.Job OverviewThis is an exciting opportunity for a skilled Paraplanner to join our team and work closely with Senior Financial Advisers. You will be responsible for supporting clients through various stages of financial planning, including...
-
Financial Advisor
2 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Title: Senior Wealth ManagerA highly skilled and ambitious individual is required to excel in a dynamic employed opportunity.The successful candidate will have an estimated annual salary of 60000 GBP, with the potential for significantly higher earnings.Key responsibilities include:Developing effective strategies to drive business growth and...
-
Senior Financial Planning Professional
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
-
Career Opportunities in Financial Planning
16 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeCompany Overview:Quilter Financial Planning is a leading provider of financial services, committed to delivering exceptional results for our clients.We are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.
-
Senior Financial Advisor
13 hours ago
London, Greater London, United Kingdom Online Mortgage Advisor Full timeJoin Our TeamWe are looking for experienced mortgage advisors to join our team at Online Mortgage Advisor. As a Senior Financial Advisor, you will be responsible for providing high-quality mortgage advice to clients across the UK.Estimated Salary: £45,000 - £65,000 per annum (dependent on experience and qualifications)Company OverviewWe are a...
-
Senior Financial Planning Professional
19 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are currently seeking an ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This is an excellent opportunity for someone looking to develop their career in the financial sector, with a basic salary starting at £60,000 and possibilities for increased earnings.Main ResponsibilitiesOffer bespoke financial advice...