Financial Planning Expert

7 days ago


Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full time

About the Job

\

We are seeking a skilled and experienced Independent Financial Adviser to join our team in the Midlands. The ideal candidate will have a proven track record of delivering expert investment advice and building strong client relationships.

\

Key Responsibilities

\

The successful candidate will be responsible for:

\
  • \
  • Providing tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.\
  • Maintaining strict adherence to relevant financial regulations and company procedures.\
  • Building and maintaining strong relationships with clients, identifying their financial needs and providing solutions.\
  • Staying up-to-date with market trends and developments, and adapting investment strategies accordingly.\
    • \

Requirements

\

To be considered for this role, you will need:

\
  • \
  • A Level 4 Diploma in Regulated Financial Planning.\
  • At least 3 years of experience working directly with clients and 5 years in the financial services industry.\
  • Chartered Financial Planner designation.\
  • Experience with project management or similar leadership responsibilities.\
  • In-depth understanding of financial markets and products.\
    • \

Salary and Benefits

\

The role offers a competitive salary of £52,500 - £57,500 per annum, depending on experience. Additionally, the company offers opportunities for professional growth and development, including CPD and certification programs.



  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Company OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Company OverviewWe are a leading financial planning company that values professionalism, integrity, and a commitment to excellence. Our team of experts is dedicated to providing top-notch financial advice to our clients.


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Financial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...

  • Financial Career Starter

    2 minutes ago


    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. As a financial adviser, you will have the opportunity to build a successful business and help clients achieve their financial goals.The ideal candidate will have a strong work ethic, excellent communication skills, and the ability to learn and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    We are looking for a highly skilled Protection Adviser to join our Quilter Financial Planning network. As a Protection Adviser, you will be responsible for providing expert protection advice to clients, identifying their insurance needs, and recommending suitable solutions.Key responsibilities include:Fact-finding to understand clients' current finances,...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...

  • Investment Advisor

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job DescriptionWe are seeking a skilled and experienced Financial Adviser to join our team. The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and the ability to work independently.Your primary responsibility will be to provide expert financial advice to clients, helping them to achieve their...


  • Birmingham, Birmingham, United Kingdom Austin Fraser Full time

    Senior Financial ConsultantA competitive salary of up to £60k is on offer for this highly rewarding role as a Senior Financial Consultant.We are seeking an experienced and qualified financial expert to provide expert investment advice within regulatory guidelines. This position requires a deep understanding of financial products, market dynamics, and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    About the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...


  • Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Financial Planning Expert to join their team in Birmingham. This role comes with an estimated salary of £57,500 - £62,500.About the RoleThe job purpose comprises meeting with clients and prospective clients to provide financial planning services in accordance with company propositions, generating compliant...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Seeking a motivated and confident professional to take on a Junior Financial Adviser role in Central Birmingham. This exciting opportunity offers a salary of £60,000+ (with yearly pay reviews and discretionary bonuses). As a Financial Services Specialist, you will work with high-net-worth clients, providing expert financial planning advice.You will be...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    About the RoleThis is an exciting opportunity to join our team as a financial adviser and start your career in financial planning. As a financial adviser, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.We are looking for someone who is passionate about delivering exceptional...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...