Financial Planning Assistant

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...

**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...

Job description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...

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...

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...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Job Description Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...

Quilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Financial Planning AssistantWe're seeking an experienced Financial Planning Assistant to join our growing team in Birmingham. As a Financial Planning Assistant, you'll provide essential support to financial planners, helping to maintain accurate records, respond to client queries, and ensure the highest standard of service is delivered at all times.The ideal...

**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...

Job Title: Financial Planning AssistantWe are seeking an ambitious and driven individual to join our team at Switch Recruitment Services Ltd, supporting a leading national wealth management and financial planning firm.Candidates will provide exceptional client service and assist Financial Planners with comprehensive research and suitability report writing...

**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...

Have you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser?We work with bright, ambitious people from many different backgrounds who are interested in joining a firm as a self-employed financial adviser.A career as a financial adviser can offer you: - Flexibility around family and a good work/life...

Location: Birmingham (Hybrid: 3 days from home, 2 in the office) Salary: £33,000 (flexible) + Excellent Benefits & Bonus We're working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team.This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who's ready...

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...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base.Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

Job DetailsWe are partnered with a well-established Chartered Financial planning firm seeking a Trainee Paraplanner to support their Financial Planner.Assist the Financial Planner in providing expert guidance to clients.Prepare for client meetings by gathering relevant information and data.Contribute to the development of financial plans and...

Premier Jobs UK is currently seeking a highly skilled Senior Financial Planning Assistant to join their team in Birmingham. This role offers an estimated salary of £30,000 - £40,000 per annum.As a Senior Financial Planning Assistant, you will be responsible for providing technical support to Financial Advisors, developing suitable client recommendations,...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

We are proud to be part of the Quilter Financial Planning network, offering a holistic approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.This role presents an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis, with a salary range of £48,000 - £68,000 per...