UK-Wide Financial Planner with Paraplanning Support

Quilter; United Kingdom; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Full Administration Service

Paraplanning Support

Chartered status development

Client provided

Job summary

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.

Qualifications

• Experience delivering holistic financial planning.
• Strong client service and relationship skills.
• Ability to explain complex information clearly.
• Knowledge of investment products and markets.

Responsibilities

• Provide Financial Planning support to clients.
• Deliver holistic financial advice to a varied client base.
• Support investment professionals to cultivate client relationships.

Skills

Financial data analysis

Team collaboration

Adaptability

Record keeping

Communication skills

Client confidentiality

Interpersonal skills

Education

Diploma in Financial Advice

Job description

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.