We’re hiring!

Due to our ongoing growth, we’re now hiring for a Financial Planner

Our ethos of “securing the future of our clients through professional, focussed and tailored financial planning” has never been more important than it is now. When the client doesn’t know where or who to turn to, we will be there to provide focussed outcomes and to listen and provide solutions to ensure that they can achieve their financial goals and aspirations.

Financial Planner Job Responsibilities

  • Management of a small portfolio of existing Q Financial Planning clients
  • Grow your own portfolio of clients, from both internal and external referrals as well as from your own self generated leads
  • Be responsible for your part in the growth plans of Q Financial Planning across all locations
  • Maintain up to date technical knowledge of personal tax and financial planning related matters
  • Involvement in business development of Q Financial Planning both internally and externally
  • Increasing the profile of Q Financial Planning to the wider business and professional community.

Offering competitive pay and uncapped commission structure will ensure that the successful candidate is remunerated well for the levels of business that are written. In addition, the successful candidate will have the opportunity to own part of the business over time, thus having a say in the growth/direction of the company.

Financial Planner Qualifications/Skills/Experience

  • Diploma qualified as a minimum with a view to becoming a Chartered Financial Planner
  • Experience in providing holistic Financial Planning advice
  • Client focussed outcomes at the core of Financial Planning
  • Self-starter with an entrepreneurial spirit
  • Own client bank preferred but not essential
  • Team player with exemplary written and verbal communication skills
  • Adaptable and organised with a commercial approach
  • Demonstrate drive and desire to grow the Q Financial Planning department.
  • Ability to proactively manage and develop new and existing clients as well as external stakeholders.

If this role sounds like you, please email a CV and covering letter to Lee Fellows at the following email address:

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