Employed Financial Services Advisor Position
2 weeks ago
About the Opportunity
This is a fantastic opportunity for a Financial Advisor to work on an Employed basis with Quilter Financial Planning. Our exciting business model is offering an opportunity for a financial adviser to inherit and develop an exciting client bank, to be part of a growing firm and to work alongside like-minded individuals.
About the Company
Quilter Financial Planning is a leading financial services business that is part of the Lifetime Group. We have built a fantastic client-focused reputation and have plans to continue our growth strategy. Our philosophy is simple – to become the most trusted provider of financial advice throughout your lifetime by placing your financial wellbeing at the heart of everything we do.
About the Role
We are seeking a Financial Advisor with proven experience in financial planning. The ideal candidate will have the ability to analyse financial information and comply with regulations, proficiency in MS Office and CRM systems, attention to detail, strong ethics, and outstanding communication skills.
Key Responsibilities
- Analyse financial information and provide advice to clients
- Comply with regulations and industry standards
- Develop and maintain strong relationships with clients
- Work closely with the team to achieve business goals
Benefits
- Attractive remuneration terms through an employed contract + bonus
- Full paraplanning and admin support
- Market-focused training provided
- Business and personal development
- An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
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