Senior Financial Planner (Employed or Self-Employed)

Quilter Financial Planning; Portsmouth; On-site; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Lead generation

Remuneration terms

Paraplanning support

Training and development

Personal development

National coverage

Job summary

Quilter Financial Planning is seeking an experienced Financial Advisor to join a supportive network across the UK. The role offers both employed and self-employed paths with full paraplanning and admin support, facilitating a client-centered advisory service.

Ideal candidates will have Level 4 Diploma in Financial Planning and a proven track record in financial planning, with strong regulatory knowledge and CRM proficiency.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Proven experience as a financial planner is essential.
• Proficiency with MS Office and CRM systems is expected.
• Attention to detail and strong math skills are important.

Responsibilities

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
• Prepare sound financial plans to help clients meet targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business and build introducer relationships.
• Customise financial plans according to clients' changing needs.
• Build strong relationships to retain existing clients.

Skills

Financial planning experience

Regulatory compliance

MS Office proficiency

CRM systems

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Job description

Quilter Financial Planning is seeking an experienced Financial Advisor to join a supportive network across the UK. The role offers both employed and self-employed paths with full paraplanning and admin support, facilitating a client-centered advisory service.

Ideal candidates will have Level 4 Diploma in Financial Planning and a proven track record in financial planning, with strong regulatory knowledge and CRM proficiency.