Financial Planner

2 days ago


Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time
About Quilter Financial Advisers

We are a UK-based advisory business dedicated to helping individuals achieve their financial goals. Our team of experienced advisers provides personalized service to clients across the UK.

Job Overview

This role is an excellent opportunity for a skilled Financial Advisor to join our team and help clients make informed decisions about their finances.

Estimated Salary: £50,000 - £70,000 per annum

Key Responsibilities
  1. Analyse clients' financial information and create personalized plans to meet their goals.
  2. Provide expert advice on current financial issues and recommend suitable solutions.
  3. Build strong relationships with clients to retain their business and generate new referrals.
  4. Maintain up-to-date knowledge of regulations, practices, and financial products.
Requirements
  • Proven experience as a Financial Planner or similar role.
  • Ability to analyse complex financial data and make informed recommendations.
  • Strong communication skills and ability to build trust with clients.
  • Diploma in Financial Services or equivalent qualification.
Benefits
  • Competitive salary and bonus structure.
  • Opportunity to work with a well-established and respected financial services company.
  • Professional development and training opportunities.
  • Collaborative and supportive team environment.

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