Financial Planning Specialist

16 hours ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Role Summary
Quilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.

The ideal candidate will have proven experience as a financial planner, excellent communication skills, and a strong understanding of financial services. They will also be able to analyze financial information and adhere to regulatory requirements.

Estimated salary: £60,000 - £80,000 per annum.

About the Company
Quilter Financial Planning is a leading financial services business that offers a supportive environment where you can thrive and reach your full potential. With a strong network of advisors across the UK, we provide opportunities for growth and development.

Key benefits of this role include all leads being professionally introduced through our robust lead generation process, attractive remuneration terms, full paraplanning and admin support, market-focused training provided, business and personal development opportunities, and an infrastructure to fully support all advisers in delivering exceptional client service.

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