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Jobs / Financial Consultant in United Kingdom
33 months ago
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Quilter-financial-planning·33 months ago
33 months ago

Employed Financial Adviser UK Wide

United KingdomRemoteMid · 2-5 yearsFinancial Consultant

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Apply faster with autofill FREEquilter-financial-planning uses Workable - autofill it instead of retyping.careers.example.com/applyAutofillingFull namePriya SharmaEmailpriya.sharma@example.comPhone+49 30 1234567LocationBerlGet the extension

About this role

ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?

If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!



Requirements


Responsibilities:

  • Provide Financial Planning support to clients
  • Provide full holistic financial advice to a varied range of clients
  • Support investment professionals to cultivate client relationships


Skills

  • Understanding complex information - Analysing financial data
  • Team building - Collaboration
  • Consistency - Proficiency
  • Professionalism - Adaptability
  • Research and analysis - Client confidentiality
  • Listening and communication - Record keeping
  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

Qualifications:

  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

Benefits

  • Full Administration Service
  • Full Paraplanning Support
  • Development support to achieve Chartered status
  • Client provided
  • Salary range £40,000 to £50,000

Company

Quilter-financial-planning
United Kingdom

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Quilter Financial Planning's careers site·first seen 2 Jul 2026·last verified 9 Sept 2026·How we source jobs

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