Senior Financial Adviser - Planning & Client Solutions

Quilter Financial Planning; Chester; On-site; GBP 40,000 - 60,000; Full time

Job summary

Quilter Financial Planning in Chester is looking for an experienced financial adviser to join their team. The role offers an attractive salary with a bonus structure and includes client provision along with paraplanning and administrative support.

The ideal candidate will deliver personalized financial solutions and ensure accuracy in their plans. A Level 4 Diploma in Financial Advice and over 3 years of industry experience are essential for this position.

Qualifications

• Minimum Level 4 Diploma in Financial Advice or equivalent.
• At least 3 years of experience in financial advising.
• Strong understanding of the financial advising industry.

Responsibilities

• Provide financial planning support to clients.
• Prepare financial plans and verify their accuracy.

Skills

Financial planning

Client relationship management

Attention to detail

Education

Level 4 Diploma in Financial Advice

Job description

** 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