Financial Planning Specialist

2 days ago


Dumfries, Dumfries and Galloway, United Kingdom Quilter Financial Planning Full time
Job Title: Financial Planning Specialist

We are seeking a seasoned and experienced Financial Planning Specialist to join our wealth management team at Quilter Financial Planning. As a key member of the team, you will provide high-quality financial advice and guidance to clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
- Meet with clients regularly to discuss their financial needs and goals
- Develop personalized financial plans to help clients achieve their objectives
- Provide ongoing support and guidance to clients throughout the planning process

About the Role:
This is an exciting opportunity for an experienced financial planning professional to join our team and contribute to our mission of delivering trusted financial advice to our clients. You will work closely with our experienced advisors and other team members to provide exceptional service and support to our clients.

Requirements:
- 5+ years of experience in financial advisory work
- Designated Level 4 qualified advisor
- Excellent communication and interpersonal skills
- Ability to work effectively in a team environment

What We Offer:
- Competitive salary: £60,000 - £80,000 per annum
- Opportunity to work with a leading financial services provider
- Ongoing training and development opportunities
- Collaborative and dynamic work environment



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