Financial Planner: Lead-Driven
Job in
Southampton, Hampshire County, SO15, England, UK
Listed on 2026-01-26
Listing for:
Quilter plc
Part Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in Southampton is seeking experienced Financial Planners to join their expanding team. The role focuses on onboarding new clients and providing tailored financial advice in a fully supported environment, including paraplanning services. Candidates must hold a Level 4 Diploma in Financial Advice and possess a proven track record in client onboarding and financial planning. This position promises career development within a culture that promotes integrity and collaboration.
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