Financial Planner - Onboard Clients; Hybrid
Job in
Southampton, Hampshire County, SO15, England, UK
Listed on 2025-12-31
Listing for:
Quilter
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Southampton is seeking a Financial Planner to join their team. The role focuses on onboarding new clients and providing financial advice to achieve customer financial goals. Candidates must have a Level 4 Diploma in Financial Advice and strong client management skills. The position offers a hybrid working arrangement and comprehensive benefits, including private medical insurance and a pension scheme.
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