Senior Financial Adviser – Planning & Client Solutions

** Any applicant must hold a Level 4 Diploma in Financial Advice **

An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.

The ideal candidate will deliver personalized solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Prepare financial plans and check their accuracy

Qualifications

• Minimum Level 4 Diploma in Financial Advice or at Chartered financial advice level
• 3+ years’ of industry experience
• Strong understanding of the financial advising industry

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