Senior Financial Planning Professional

23 hours ago


East Grinstead, West Sussex, United Kingdom Quilter Financial Planning Full time
Job Overview

We are seeking an experienced Senior Financial Planning Professional to join our team at Quilter Financial Planning. As a successful Financial Adviser based in or around East Grinstead, you will have a good client bank and be looking to strengthen future growth.

This is an excellent opportunity for the right candidate to find out more about our company culture and values, and to discuss how they can contribute to our continued success.

Our basic salaries start at £40,000, but we offer much more to the right Adviser. Key benefits include competitive remuneration, opportunities for career progression, and a collaborative working environment.

Key Responsibilities:

  • To provide financial planning advice to clients, using your expertise to identify and meet their needs.
  • To build and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction.
  • To work collaboratively with colleagues to achieve business objectives, sharing best practices and ideas to drive growth.

Requirements:

  • Degree-level qualification in a relevant field, such as finance or economics.
  • Professional certifications, such as CFP or DipFA.
  • Proven track record of success in a similar role, with a strong understanding of the financial services industry.

What We Offer:

  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • A supportive and inclusive working environment.

How to Apply:

If you are a motivated and ambitious individual looking for a new challenge, please contact us to discuss this exciting opportunity further. We look forward to hearing from you.



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