Job Description
Financial Planner
We are seeking an experienced Financial Planner to join a growing, independent financial advice group. This is a client-facing role offering a high degree of autonomy, flexibility, and long-term career progression within a collaborative and professional environment.
The role can be home-based or office-based and offers flexibility around working hours to meet client needs. You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.
You will be responsible for building long-term client relationships, understanding clients’ financial objectives, and providing clear, well-researched advice across investments, pensions, and broader financial planning. The position also suits someone who enjoys developing business, either through an existing client bank or by building relationships with...
We are seeking an experienced Financial Planner to join a growing, independent financial advice group. This is a client-facing role offering a high degree of autonomy, flexibility, and long-term career progression within a collaborative and professional environment.
The role can be home-based or office-based and offers flexibility around working hours to meet client needs. You will work closely with a Regional Director and wider support teams, including paraplanners and administrators, to deliver high-quality, compliant financial advice to a broad client base, including high-net-worth individuals.
You will be responsible for building long-term client relationships, understanding clients’ financial objectives, and providing clear, well-researched advice across investments, pensions, and broader financial planning. The position also suits someone who enjoys developing business, either through an existing client bank or by building relationships with...
Apply for this Position
Ready to join Qualitas? Click the button below to submit your application.
Submit Application