Financial Planning Strategist

13 hours ago


Birmingham, Birmingham, United Kingdom Quilter plc Full time
Job Overview:
As a Financial Planning Strategist at Quilter plc, you will play a pivotal role in developing and maintaining our competitive Financial Planning proposition. This involves collaborating with the Proposition and Marketing department to establish, maintain, and improve our offering across investment and pensions, mortgages and protection, and other complex needs and requirements.

The ideal candidate will have a strong working knowledge of financial planning and wealth management, as well as excellent organisational skills and proficiency in Excel and/or other database applications.

This is an exciting opportunity for an experienced professional to join our team and contribute to the success of our business.

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