Quilter Financial Planning
Savings and investments advice • Retirement planning • Estate and trust planning • Mortgage advice • Life Insurance and protection planning
Financial Adviser
March 19
🇬🇧 United Kingdom – Remote
💵 £40k - £50k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Quilter Financial Planning
Savings and investments advice • Retirement planning • Estate and trust planning • Mortgage advice • Life Insurance and protection planning
Description
• Provide Financial Planning support to clients • Provide full holistic financial advice to a varied range of clients • Support investment professionals to cultivate client relationships
Requirements
• 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
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