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Financial Planning Specialist

2 months ago

Derby, Derby, United Kingdom Quilter Financial Advisers Full time
Unlock Your Potential as a Self-Employed Financial Adviser

At Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.

Key Responsibilities:

  • Develop and implement personalized financial plans to meet clients' objectives
  • Analyze financial information and provide expert advice on current market trends
  • Build and maintain relationships with clients, introducers, and other stakeholders
  • Stay up-to-date with industry regulations, best practices, and product offerings

Requirements:

  • Proven experience in financial planning and wealth management
  • Strong analytical and communication skills
  • Proficiency in MS Office and CRM systems
  • Diploma in Financial Services

Benefits of Joining Quilter Financial Advisers:

  • Utilize the power of our established brand
  • Set your own business goals and development path
  • Competitive financial and contract rates
  • Access to industry-leading training and support

Join Our Community of Financial Professionals

As a self-employed financial adviser with Quilter Financial Advisers, you'll be part of a network of experienced professionals dedicated to delivering exceptional service and expertise to our clients.