Financial Planner
4 days ago
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.
The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us
About the Role
Level: 4
Department: Adviser & Client Support Hub
Location: Homebased, United Kingdom
Contract Type: Permanent, Full-Time
Regulated/Non-Regulated: Non-Regulated
Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media's such has Teams, Zoom or the telephone however occasional face to Face maybe required. You will also support strategic initiatives in the National with concentration on the
movement of back book assets under advice.
You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.
Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients' financial goals.
You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.
Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:
- Grow with our customers
- Enhance Efficiencies
- Embrace Digital
- Be a responsible Wealth Manager
The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. We would also want someone who has previous or current Financial Planner status.
You must have a Level 4 diploma in Financial Advice which is essential to the role.
You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically.
You'll have a shared vision and disciplined delivery of advice and provision of detailed KPI's as well as the ability to work under pressure and to manage good working relationships.
#LI-IC1 #LI-remote
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
-
Chartered Financial Planner
2 months ago
London,, UK, United Kingdom Synchronicity Financial Services Full timeOur client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...
-
Senior Financial Planner
1 month ago
London,, UK, United Kingdom mbf Full timeJob Title: Senior Financial PlannerLocation: LondonSalary: Up to £100,000, plus Bonus & BenefitsAn exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently...
-
Senior Financial Planner
1 month ago
London,, UK, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking...
-
Chartered Financial Planner
2 weeks ago
London,, UK, United Kingdom IDEX Consulting Ltd Full timeChartered Financial PlannerLondon (hybrid)Up to £100,000 basic plus fantastic bonus potential, company benefits, hybrid workingI have an exceptional opportunity for a high-calibre, experienced Chartered Financial Planner to join this prestigious, award-winning, boutique Chartered Financial Planning practice.Offering technology led, full-service advice this...
-
Financial Planner
2 weeks ago
London,, UK, United Kingdom Nigel James Associates Ltd Full timeRoleWe have been appointed by one of the country’s leading wealth managers to recruit an experienced Financial Planner to work within one of their niche teams based in London. Your focus will be providing advice to Big 4 Partners at pre-retirement and post-retirement stage. They are seeking somebody to work alongside the Investment Managers in the team,...
-
Financial Planner Fin-Tech
2 weeks ago
London,, UK, United Kingdom mbf Full timeJob Title: Financial Planner Fin-TechLocation: London (Flexible Working: 3 days from home)Salary: up to £80,000 starting salary + 20% Bonus + BenefitsAbout UsOur client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families,...
-
Director, Financial Planner
2 weeks ago
London,, UK, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates are partnered with a standout wealth management company who have a great reputation in the industry, to help them secure a senior level appointment into their financial planning team. This particular role comes with a proportion of a client portfolio consisting of some of the biggest clients in the business. Alongside providing...
-
Financial Advisor
7 months ago
London, UK, UK, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Wealth Planner
4 months ago
London, UK, UK, United Kingdom mbf Full timeAbout the Company:We are representing a well-established and prestigious wealth management firm based in the City of London known for its commitment to delivering bespoke financial solutions to UHNW private clients. With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.Job...
-
London, UK, United Kingdom Quilter Full timeSummary 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 progression....
-
T&C Specialist – Financial Planning
1 month ago
London,, UK, United Kingdom IDEX Consulting Ltd Full timeSupervision and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingLondonJob descriptionWhat the Hiring Manager Says We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...
-
Senior Pre-Construction Planner
2 months ago
London,, UK, United Kingdom Fawkes & Reece Full timeAn exciting opportunity has arisen for a Senior Pre-Construction Planner to join a leading name in Tier 1 Main Contracting to work on various Major Projects in and around Central London.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work...
-
Consumer Demand Planner
2 weeks ago
London,, UK, United Kingdom Experis UK Full timeConsumer Demand PlannerWe are on the lookout for a Tech Consumer Demand Planner to join a global tech organisation working on one of their key products in 2025.Developing product demand and forecasting its lifecycle to track the revenue and profit targets, maintain inventory stocking practices and manage promotional periods to ensure that they can reach...
-
Independent Financial Advisor
4 weeks ago
London,, UK, United Kingdom mbf Full timeOur client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.They offer comprehensive wealth management services, including...
-
Senior Financial Adviser
4 weeks ago
London,, UK, United Kingdom mbf Full timeWe are currently seeking to recruit for a Senior Financial Planner to join our client, covering the South of England region. Our client has recently made an acquisition in the London area and this particular hire will be to advise clients introduced by the London office.Our client is the UK’s leading integrated wealth management and professional services...
-
Demand Planner
3 days ago
London,, UK, United Kingdom KJ Talent & Partners Full timeDemand PlannerCentral London - Hybrid workingOur client believes in creating the best in beauty for everyone! You’ll be empowered to bring your authentic self and to share a culture where diversity, equity and inclusion are at the centre of everything our client sets out to do. With over 2000 employees in over 22 countries, the company is a truly global...
-
Tender Planner
1 month ago
London,, UK, United Kingdom Skilled Careers Full timeWe are seeking a highly motivated and experienced Tender Planner to join our dynamic team. You will play a pivotal role in both tendering and pre-construction phases across various projects, including civil, utilities, and infrastructure.Key Responsibilities:Develop winning work program strategies for tenders, collaborating with the pre-construction team to...
-
Financial Advisor
2 months ago
London,, UK, United Kingdom deVere Acuma Full timeLaunch Your Career as a Financial Planning Trainee with deVere Group in DubaiWho We AredeVere Group is a globally recognised, independent financial institution, driven by an ambitious vision to lead the field in advice-led financial planning. Our Dubai Marina office is expanding, and we are looking for two motivated individuals to join our Financial Planning...
-
Senior Financial Planning Administrators
2 months ago
London, UK, UK, United Kingdom Chancery Lane Part timeWe are central London based financial planners, running £150m in income portfolios mainly for drawdown clients. We are fiercely independent, conduct our own research inhouse, and need experienced administrators to deal directly with clients within our small team. Responsibility and reliability are key requisites.The salary for the role is from £47,500, and...
-
Financial Protection Manager
2 weeks ago
London,, UK, United Kingdom Travel Trade Recruitment Full timeWe are working with a well known Travel Company who liaise with Insurance Brokers, Travel Bond Consultants and Travel Industry Accountants to assist with the placement of their client’s financial protection needs.They are looking for a Travel Bonds Manager, who will be responsible for managing and expanding the portfolio of producers within the travel...