UK-Wide Financial Planner with Paraplanning Support

UK-Wide Financial Planner with Paraplanning Support

Full-Time 54000 - 66000 Β£ / year (est.) No working from home possible
Quilter

At a Glance

  • Tasks: Deliver holistic financial planning and build lasting relationships with high-net-worth clients.
  • Company: Join Quilter, a leading financial services firm in the UK.
  • Benefits: Professional development opportunities and support for achieving Chartered status.
  • Other info: Enjoy dedicated field support and a collaborative team environment.
  • Why this job: Make a real difference in clients' lives while advancing your career in finance.
  • Qualifications: Experience in financial planning and strong interpersonal skills.

The predicted salary is between 54000 - 66000 Β£ per year.

Quilter in the United Kingdom seeks an experienced Financial Planner to join a team supporting high-net-worth clients.

This role provides dedicated field support and access to HNW clients, with opportunities for professional development and Chartered status.

You will deliver holistic financial planning, work with investment professionals, and help cultivate lasting client relationships while upholding the highest standards of confidentiality and professionalism.

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UK-Wide Financial Planner with Paraplanning Support employer: Quilter

Quilter is an exceptional employer located in the vibrant city of Southampton, offering a dynamic work culture that fosters collaboration and innovation. As a Wealth Sales Consultant, you will benefit from flexible working arrangements, comprehensive training, and opportunities for professional growth within the financial services sector. With a strong focus on employee well-being, including a robust pension scheme and medical insurance, Quilter is dedicated to supporting your career while ensuring a rewarding work-life balance.

Quilter

Contact Details:

Quilter Recruitment Team

We think you need these skills to ace UK-Wide Financial Planner with Paraplanning Support

Financial Planning
Client Relationship Management
Holistic Financial Advice
Investment Knowledge
Confidentiality
Professionalism
Paraplanning Support