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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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IDEX Consulting Ltd Birmingham, United KingdomAre you looking to work with high net worth clients, inherit a book of AUM to get you started, have full autonomy over your diary and an abundance of leads to tap into from internal resources? · The role is an employed position and depending on experience, is paying a salary betw ...
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Financial Planner
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Financial Planner
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Financial Planner
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Financial Planner
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Idex Birmingham, United KingdomAre you looking to work with high net worth clients, inherit a book of AUM to get you started, have full autonomy over your diary and an abundance of leads to tap into from internal resources? · The role is an employed position and depending on experience, is paying a salary betw ...
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Senior Financial Planner
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Senior Financial Planner
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IDEX Consulting Ltd Birmingham, United KingdomAre you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Are you ready to take that next step and start being rewarded for the good work you are currently producing? · This is an opportunity which will allow you to crea ...
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Associate Financial Planner
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Idex Birmingham, United KingdomTake your career to new heights by joining this award-winning top tier integrated Financial Planning and Wealth practice as an Associate Financial Planner. · As one of the largest UK's largest Financial Planning and Professional Services firms, my client offers an industry leadin ...
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Trainee Financial Planner
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Corporate Financial Planner
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Senior Financial Planner
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IDEX Consulting Ltd Birmingham, United KingdomAre you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Are you ready to take that next step and start being rewarded for the good work you are currently producing? · This is an opportunity which will allow you to crea ...
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Trainee Financial Planner
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MB Fitzgerald West Midlands, United Kingdom**Trainee Financial Planner - Sutton coldfield, Hybrid - Salary negotiable plus company benefits** · MBF are currently working with an award winning firm of Chartered Financial Planner's in Sutton Coldfield who are looking to recruit a Senior Paraplanner/ Associate Financial Plan ...
Financial Planner - Birmingham, United Kingdom - Quilter
Description
Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham.
We have built a highly regarded brand and marketing capability together with an advice process that our clients trust.We have all the ingredients to be the very best in financial planning, and we're now looking for a successful Financial Planner to join us.
Our Financial Planners are part of our regional teams, providing financial planning advice to private clients with complex needs.Working collaboratively across Quilter's Wealth Management Division, often in partnership with our Investment Managers, you will offer clients a bespoke financial plan and ongoing service.
Our Financial Planners are capable of growing our number of clients, both from referrals and new relationships. We welcome ideas from our Financial Planners, offering support to drive growth through your own innovation.Contract type :
Permanent
You will become a key part of our regional teams, providing financial planning advice to private clients with complex needs.
This is likely to include areas such as protection needs, savings and investments, retirement and pensions and estate management including trusts and inheritance tax planning.
You'll manage a portfolio of high-net-worth clients, delivering the required elements relevant to their chosen service level and fee level.
For example, attending events, being active in local business and communities, following up leads, explaining the Wealth Management Division's services to potential new clients and following up on all opportunities to obtain new clients as well as developing relationships with professional connections.
Working closely with your Financial Planning Manager you will help to develop growth plans, contributing to the wider business plan and provide coaching/advice to members of the team, helping to develop our people as well as new business opportunities.
You'll also need a strong level of technical and product knowledge with highly developed compliance and risk skills, as well as the ability to keep up and distil industry developments.
You'll need to be qualified in level 4 standard in Financial Planning as a minimum.Other qualifications, for example, Institute Investment Advice Certificate, the Advanced Financial Planning Certificate, the ATT from the Association of Taxation Technicians or the ATII from The Chartered Institute of Taxation would be an advantage.
Our purpose is to help the generations today and tomorrow to prosper.That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
Holiday:
26 days
Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance:
Life Assurance: 4x your salary, cover can be increased at your own cost
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
