Advisory Solutions Specialist

1 week ago


Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

**Opportunity Summary:**

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.

The ideal candidate will have proven experience as a financial planner, with strong analytical skills and attention to detail. They will be responsible for ensuring clients make wise and profitable decisions to meet their financial goals, preparing sound financial plans, and advising clients on current financial issues.

Key Requirements:

  • Proven experience as a financial planner (Diploma in Financial Advice required)
  • Ability to analyse financial information and comply with regulations
  • Proficiency in MS Office and CRM systems

Company Overview:

  • Quilter Financial Planning is a leading financial services business
  • We operate a strong network of advisors based across the UK
  • We offer attractive remuneration terms (£60,000 - £100,000 per annum) and full paraplanning and admin support


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