At a Glance
- Tasks: Provide personalised financial planning support and prepare accurate financial plans for clients.
- Company: Join a reputable Quilter firm with a supportive team environment.
- Benefits: Attractive salary, bonus structure, and comprehensive admin support.
- Other info: Enjoy a collaborative atmosphere with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while advancing your career.
- Qualifications: Must hold a Level 4 Diploma in Financial Advice and have 3+ years of experience.
The predicted salary is between 49500 - 60500 £ per year.
** Any applicant must hold a Level 4 Diploma in Financial Advice **
An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis.
Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.
The ideal candidate will deliver personalized solutions to help clients work toward their long-term financial goals.
They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Prepare financial plans and check their accuracy
Qualifications
- Minimum Level 4 Diploma in Financial Advice or at Chartered financial advice level
- 3+ years' of industry experience
- Strong understanding of the financial advising industry
- #J-18808-Ljbffr
Senior Financial Adviser - Planning & Client Solutions in Chester employer: Quilter Financial Planning
Quilter offers an exceptional working environment for Financial Advisers in Exeter, combining a competitive salary with a generous commission structure and hybrid working options. The firm prides itself on its collaborative culture, providing ample opportunities for professional growth and a clear pathway to business ownership, making it an ideal choice for ambitious individuals looking to make a meaningful impact in their careers.
Contact Details:
Quilter Financial Planning Recruitment Team
