Personal Financial Strategist

15 hours ago


Derby, Derby, United Kingdom Quilter Financial Advisers Full time
Job Title: Personal Financial Strategist

Quilter Financial Advisers is seeking an experienced personal financial strategist to join their team in the UK. As a leading advisory business, we provide face-to-face service to individuals across the country.

The ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail. They will be able to analyse complex financial information, comply with regulations, and provide sound advice to clients.

The Role:
  • Develop and implement tailored financial strategies to meet clients' goals and objectives
  • Provide expert advice on current financial issues and make recommendations to clients
  • Identify new business opportunities and build relationships with introducers
  • Customise financial plans to reflect changing client needs
  • Maintain strong relationships to retain existing clients and drive business growth
  • Stay up-to-date with regulatory requirements, industry developments, and financial products
About You:
  • Proven experience as a financial planner (5+ years)
  • Strong analytical and problem-solving skills, with ability to work under pressure
  • Proficiency in MS Office and CRM systems, with experience of working with financial software
  • Excellent communication and interpersonal skills, with ability to build long-term relationships
  • Diploma in Financial Services or equivalent qualification
Benefits:
  • Competitive salary (£60,000 - £80,000 per annum) + uncapped commission
  • Opportunity to work independently, with flexibility to manage own diary and business development
  • Use of the Quilter brand, with access to pre-qualified lead generation and marketing support
  • Attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement
  • Paraplanning and admin support, market-focused training, and business and personal development opportunities
  • National coverage, with access to a large network of advisers and a seamless transition into self-employment

Estimated salary for this role is £72,000 per annum, based on national averages and industry standards.



  • Derby, Derby, United Kingdom ENGINEERINGUK Full time

    Role OverviewAn exciting opportunity has arisen for a Chief Financial Strategist to join the Central Finance team at ENGINEERINGUK. Based in Derby, this role offers a unique chance to become a Director of RR International and play a leading role in securing savings on managed service costs.About the RoleThis is an integral part of the GBS leadership team,...


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

    About the RoleWe are seeking a highly experienced Senior Finance Strategist to join our team as a Global Finance Director. As a key player in the C-suite, you will be a partner to the Managing Director and collaborate with the senior leadership team to meet financial objectives.You will lead the finance function for the region, heading up a large team...


  • Derby, Derby, United Kingdom beBee Professionals Full time £35,000 - £55,000

    As a Business Growth Strategist at beBee Professionals in Derby, you will spearhead the expansion of our market reach, driving business growth through strategic client engagement and innovative sales strategies.Key Responsibilities:Develop and execute business strategies to identify new market opportunities.Forge and maintain strong, profitable relationships...


  • Derby, Derby, United Kingdom beBee Professionals Full time £35,000 - £55,000

    As a Business Growth Strategist at beBee Professionals in Derby, you will play a key role in driving business expansion and growth through strategic client engagement and innovative sales strategies.Key Responsibilities:Develop and execute business strategies to identify new market opportunities and drive revenue growth.Forge and maintain strong, profitable...


  • Derby, Derby, United Kingdom Quilter Financial Advisers Full time

    We are seeking a skilled and experienced financial professional to join our team at Quilter Financial Advisers.Role Overview:The ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail. They will be able to analyse complex financial information, comply with regulations, and provide...


  • Derby, Derby, United Kingdom Poolhall Recruitment Ltd Full time

    Job Title: Enterprise Growth StrategistPursuing a career in business development? We are seeking an ambitious individual to join our team as an Enterprise Growth Strategist at Poolhall Recruitment Ltd. The successful candidate will be responsible for identifying key opportunities and clients, generating new business leads, and expanding our client portfolio...


  • Derby, Derby, United Kingdom Porterbrook Leasing Company Limited Full time

    About the PositionPorterbrook Leasing Company Limited is seeking a highly skilled Passenger Rail Strategist to join our team. As a key member of the Investment Team, you will play a critical role in developing and implementing strategies to drive growth and profitability across our fleet portfolio.The ideal candidate will have extensive relevant experience...


  • Derby, Derby, United Kingdom Simpson Judge Full time

    Finance Director Position at Simpson JudgeSimpson Judge, a well-established SME based in the region, is seeking a Senior Finance Strategist to join their team. This is an exciting opportunity for a seasoned finance professional to make a significant impact on the company's financial operations and strategy.About the Role:The successful candidate will be...


  • Derby, Derby, United Kingdom Porterbrook Leasing Company Limited Full time

    Job SummaryWe are seeking a highly skilled Rail Cyber Security Strategist to join our team at Porterbrook Leasing Company Limited. This is a fantastic opportunity to drive the development of our cyber security strategy and ensure the protection of our assets.The successful candidate will be responsible for managing the fleet cyber security strategy,...


  • Derby, Derby, United Kingdom Quilter Financial Advisers Full time

    Job Title: Wealth Management SpecialistQuilter Financial Advisers is seeking an experienced wealth management specialist to join their team in the UK. As a leading advisory business, we provide face-to-face service to individuals across the country.The ideal candidate will have a proven track record in financial planning, with excellent communication skills...

  • Senior Wealth Manager

    21 hours ago


    Derby, Derby, United Kingdom Quilter Financial Advisers Full time

    We are looking for a talented and ambitious individual to join our team at Quilter Financial Advisers. The successful candidate will have a proven track record in financial planning, with a strong focus on delivering exceptional results.About the JobDevelop and implement comprehensive financial strategies to meet clients' goals and objectivesProvide expert...

  • Financial Director

    3 months ago


    Derby, Derby, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Derby, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Financial Planning:...

  • Architecture Leader

    22 hours ago


    Derby, Derby, United Kingdom HLM Architects Full time

    About the RoleWe are seeking an experienced architect to join our team as a Chief Design Strategist. This role will involve leading the design and delivery of large scale commercial and hi-tech manufacturing facilities.The ideal candidate will have a minimum of 5 years post qualification experience and a strong understanding of BIM Level 2 requirements.You...


  • Derby, Derby, United Kingdom Austin Fraser Full time

    We are looking for an experienced Financial Planning Specialist to join our team at Austin Fraser. As a key member of our team, you will play a vital role in providing expert advice on financial planning and strategy.About the Role:You will be responsible for managing corporate and personal tax matters, as well as payroll and VAT, ensuring compliance with...


  • Derby, Derby, United Kingdom Additional Resources Ltd. Full time

    Job Description: As a Senior Financial Specialist at Additional Resources Ltd., you will play a crucial role in supporting our accounting team with year-end accounts preparation and management accounts. Your primary responsibilities will include:Compiling and reviewing financial statements to ensure accuracy and compliance with regulations.Preparing draft...


  • Derby, Derby, United Kingdom Avove Limited Full time

    About Avove LimitedWe are a dynamic and agile partner, providing vital services to water, power, and telecommunications sectors. Our goal is to protect and improve our clients' assets, enhance customer experience, and protect the natural environment.Job SummaryWe are seeking a talented Commercial and Financial Expert to join our team. The successful...


  • Derby, Derby, United Kingdom Finance Advice Group Recruitment Full time

    Finance Advice Group Recruitment is seeking a highly experienced Mortgage and Insurance Advisor to join our dynamic team in Derby. This exciting opportunity offers a salary of £40,000 - £60,000 per annum.Job DescriptionWe are looking for a professional with expertise in mortgage and insurance services who can provide exceptional advice to clients. As a...


  • Derby, Derby, United Kingdom Armstrong Knight Full time

    Job Description:As a Leading Auditor and Financial Expert, you will play a key role in leading our audit and financial services teams. You will be responsible for planning and executing audit fieldwork, statutory reporting, and completion work, along with general accounting compliance work.Key Responsibilities:Leading audit and financial services teams,...


  • Derby, Derby, United Kingdom Austin Fraser Full time

    Austin Fraser is supporting a leading Derby based firm to recruit an experienced Accounts/Tax Senior to join their successful team.The ideal candidate will have a proven track record in providing personal, tailored accounting packages covering all aspects of business across various trades and industries.This role offers a competitive salary of £35,000 -...


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

    About the OpportunityThis is an excellent chance for a skilled and ambitious Financial Controller to enhance their skills and diversify their expertise while working closely with an experienced Finance Director in a collaborative environment.As a key member of the finance team, you will be responsible for a small but growing team, acting as a right-hand...