Jobs
>
Dumfries

    Senior Financial Adviser - Dumfries, United Kingdom - Quilter Financial Planning

    Quilter Financial Planning
    Quilter Financial Planning Dumfries, United Kingdom

    5 days ago

    Default job background
    Description

    Job Description

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities include meeting with clients regularly.

    In order to provide clients with the very best advisory services, a Senior Financial Advisor must provide thoughtful, personalised financial planning advice and enjoy getting to know their families and their unique goals. As part of the job, you will meet with and recruit prospective and new clients and develop relationships with professionals that will result in new client referrals for the business. Meeting with clients regularly and delivering trusted financial advice while understanding each client's goals is the most important aspect of the job.

    Advice for Life Financial Planning specializes in delivering wealth management solutions that are as unique and individual as our clients. Our team includes financial advisors and mortgage advisers, as well as a client service and operations team. Over the past 20 years, the firm has focused on providing trusted financial advice that always serves the client's best interests.

    Experience & Qualifications:

    • Ideally 5+ years of experience in financial advisory work
    • Must be a designated Level 4 qualified advisor
    • Ability and willingness to network and develop new client relationships
    • Working knowledge of investment management
    • Detail-oriented with good multi-tasking skills
    • Excellent oral and written communication capabilities
    • Positive attitude with an open mind
    • Good IT skills desirable

    Benefits:

    • Option of Employed or Self Employed
    • Company Pension
    • Sick Pay
    • Death in Service
    • 35 Days Paid Holidays (includes stat/bank holidays)
    • Competitive Salary
    • Client Bank Provided
    • Attractive and Achievable Bonus Scheme
    • Hybrid Working


  • Quilter Financial Planning Dumfries, United Kingdom Part time, Full time

    We are seeking an experienced and seasoned Senior Financial Advisor to join our wealth management team. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Advisor's primary responsibilities inc ...


  • NFU Mutual Dumfries & Stewartry Dumfries, United Kingdom

    Customer Service Adviser - Dumfries · £20,000 - £23,000 · Are you interested in a career working in insurance? NFU Mutual's Agency in Dumfries is recruiting for a full time Customer Service Adviser to join our growing and successful team. · For over 100 years, NFU Mutual have ins ...


  • Tilhill Locharbriggs, United Kingdom

    As the largest integrated forestry business in the UK, and a member of Binderholz - Europe's leading timber processing operation - BSW Group is a rapidly developing multi-site business, with a turnover in excess of £650m and operations spanning forestry, sawmilling, timber manufa ...


  • CB3 Associates Ltd Carlisle, United Kingdom

    **The Company**:Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Carlisle office. A truly independent, private wealth focused financial advicefirm: · - **Office Location**: Carli ...


  • BWD Search & Selection Carlisle, United Kingdom

    BWD are supporting a expanding wealth management business in the recruitment of a trainee financial adviser. The role would suit a Dipfa qualified professional looking to break into financial advice. · Following training you will manage and develop an existing client base and bec ...


  • Quilter Carlisle, United Kingdom

    What the Hiring Manager Says · This is an exciting opportunity to be part of the Cumbria and Scotland leadership team working locally in the Carlisle main office location. We have an existing team of 3 Paraplanning colleagues who have a vast range of experience in supporting our ...


  • Quilter Carlisle, United Kingdom

    What the Hiring Manager Says · This is a rare and exciting opportunity for you to build a career as a Financial Planner within the Quilter group. No experience or qualifications are necessary, as we will support you fully to ensure that you are well equipped, qualified, and skill ...


  • Skills Edge Training Cockermouth, United Kingdom

    An established Financial Services company is pleased to create a new Apprenticeship role. We are looking for a hard-working, enthusiastic person who is keen to learn, develop and progress as part of our team. · **What will the apprentice be doing?** · You will join our busy team ...


  • Dodd and Co Wealthcare Carlisle, United Kingdom

    **As a result of our continued expansion an opportunity has arisen for an experienced financial services administrator to join our Dodd Wealthcare team.** · Providing administrative support to our team of Financial Services Advisers and Paraplanners the role involves preparing fi ...


  • Cumberland Building Society Carlisle, United Kingdom

    **The role** · Reporting to the Underwriting Team Leader, the key responsibilities and duties in the role are: · - Instructing and inputting valuation reports. · - Issuing mortgage offer letters · - Instructing solicitors, accepting and assessing requests for mortgage funds. · - ...


  • InvestAcc Pension Administration Limited Carlisle, United Kingdom

    Our property portfolio currently consists of over 3,000 commercial properties, located throughout the UK. · The role will involve assistance with the acquisition of properties, including assessment of suitability of the property in accordance with current pension legislation, che ...

  • Idex

    Financial Planner

    5 days ago


    Idex Carlisle, United Kingdom

    Due to expansion, they're searching for a client-facing adviser to work collaboratively with the Investment Management and Marketing teams; with the aim of providing a bespoke and holistic financial planning service to new and existing clients across the business. Attending event ...


  • Butler Rose Carlisle, United Kingdom

    Butler rose are partnered with a fantastic well know PLC business in Kendal. This is a brilliant opportunity for a Management Accountant to join a great well-established team in a fantastic business on a permanent basis. Reporting to the Finance Manager,the newly appointed Manage ...


  • Cast UK Limited Cumbria, United Kingdom

    **Business Development Manager** · **North Region (Lancashire - Scotland)** · **Competitive Salary + Bonus + Car** · **Role Profile** · This fantastic opportunity's main accountability is to create profit growth of an assigned territory, through the incremental growth of existing ...


  • Quilter Carlisle, United Kingdom

    What the Hiring Manager Says · An exciting opportunity for an individual has arisen within the National Service Delivery Team supporting Clients and Financial Planners across the country in collating plan information and preparing review valuations. · I am proud to be part of Qui ...


  • Armstrong Watson Carlisle, United Kingdom

    **About Armstrong Watson LLP** · As an expanding business with 19 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. · With approximately 550 colleagues, our people and our culture ar ...

  • Armstrong Watson

    Front of House

    5 days ago


    Armstrong Watson Carlisle, United Kingdom

    **About Armstrong Watson LLP** · As an expanding business with 19 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers. · With approximately 550 colleagues, our people and our culture ar ...


  • North Cumbria Integrated Care NHS Foundation Trust Carlisle, United Kingdom

    Facilities Administrator - Carleton Clinic · The post holder will provide administrative support to the Facilities Management team directly, working alongside other administrative colleagues in the team. · This is a fast paced and varied role. The post holder will have the opport ...


  • North Cumbria Integrated Care NHS Foundation Trust Carlisle, United Kingdom

    We are looking to appoint a Facilities Administrator to join our team. A challenging and rewarding role, the post holder will provide administrative support to the Facilities Manager (Accommodation, Contracts and Compliance) directly, working alongside other administrative collea ...


  • North Cumbria Integrated Care NHS Foundation Trust Carlisle, United Kingdom

    To provide professional leadership across the IHCS. · - In collaboration with the Associate director of AHPs (ADAHP), represent the profession internally and externally as required. · - To be professionally accountable for service provision. · - To manage inpatient, outpatient an ...