Senior Financial Planner (Level 4 Diploma) - Client-Focused in Chester

Senior Financial Planner (Level 4 Diploma) - Client-Focused in Chester

Chester Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Quilter Financial Planning

At a Glance

  • Tasks: Deliver personalised financial solutions and support clients in achieving their financial goals.
  • Company: Join Quilter Financial Planning, a leading firm in Chester with a supportive team.
  • Benefits: Attractive salary, bonus structure, and dedicated paraplanning and admin support.
  • Other info: Strong interpersonal skills are essential for success in this client-focused role.
  • Why this job: Make a real difference in clients' lives while advancing your financial advising career.
  • Qualifications: Level 4 Diploma in Financial Advice and 3+ years of industry experience required.

The predicted salary is between 50000 - 65000 Β£ per year.

Quilter Financial Planning in Chester is looking for an experienced financial adviser to join their team on an employed basis. This role offers an attractive basic salary along with a bonus structure, and previous clients will be provided, supported by paraplanning and admin assistance.

The ideal candidate will deliver personalized solutions to help clients with their financial goals, possessing a Level 4 Diploma in Financial Advice and at least 3 years of industry experience. Strong interpersonal skills and a good grasp of the financial advising industry are essential.

Senior Financial Planner (Level 4 Diploma) - Client-Focused in Chester employer: Quilter Financial Planning

Quilter Financial Planning is an exceptional employer, offering a supportive work environment in Chester where experienced financial advisers can thrive. With a focus on employee growth, the company provides comprehensive training and development opportunities, alongside a competitive salary and bonus structure, ensuring that you can deliver personalised financial solutions while enjoying a fulfilling career. Join a team that values collaboration and client success, making a meaningful impact in the lives of clients.

Quilter Financial Planning

Contact Details:

Quilter Financial Planning Recruitment Team

We think you need these skills to ace Senior Financial Planner (Level 4 Diploma) - Client-Focused in Chester

Financial Advising
Client Relationship Management
Level 4 Diploma in Financial Advice
Interpersonal Skills
Industry Knowledge
Personalised Financial Solutions
Communication Skills