Senior Financial Planner — Leads & Full Support

Quilter Financial Planning; Glasgow; Hybrid; GBP 30,000 - 65,000; Full time

Benefits offered by this job

Lead generation support

Paraplanning & admin support

Market-focused training

Career development

National coverage

Job summary

Quilter Financial Planning is seeking an experienced Financial Advisor to join a supported environment across the UK. Roles include both employed and self-employed options, with a focus on growing client bases while relying on paraplanning and admin support.

Ideal candidates have a Diploma in Financial Advice or related diploma, and strong client-facing capabilities. The position offers a structured career path, market-leading leads, and comprehensive training.

Qualifications

• Proven experience as a financial planner.
• Strong analytical and numerical skills with regulatory awareness.
• Proficient in MS Office and CRM tools.

Responsibilities

• Prepare sound financial plans aligned to client goals.
• Advise clients on investments, pensions and risk.
• Generate new business and build introducer relationships.
• Customize plans for changing client needs.
• Maintain knowledge of regulations and products.
• Build and retain strong client relationships.

Skills

Financial planning experience

Analytical ability

Relationship building

MS Office

CRM systems

Attention to detail

Excellent communication

Education

Diploma in Financial Services

Diploma in Financial Advice

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning is seeking an experienced Financial Advisor to join a supported environment across the UK. Roles include both employed and self-employed options, with a focus on growing client bases while relying on paraplanning and admin support.

Ideal candidates have a Diploma in Financial Advice or related diploma, and strong client-facing capabilities. The position offers a structured career path, market-leading leads, and comprehensive training.