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Employed Financial Advisor Opportunity

2 months ago

Ilkeston, Derbyshire, United Kingdom Quilter Financial Planning Full time

About the Role:

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As an Employed Financial Advisor, you will have the opportunity to work with a growing firm, develop an exciting client bank, and be part of a dynamic team.

Key Responsibilities:

  • Provide financial advice to clients, identifying their needs and goals.
  • Analyse financial information and comply with regulations.
  • Develop and maintain strong relationships with clients.
  • Work closely with the team to achieve business objectives.

Requirements:

  • Proven experience as a financial planner.
  • Ability to analyse financial information and comply with regulations.
  • Proficiency in MS Office and CRM systems.
  • Strong ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.

What We Offer:

  • A competitive remuneration package, including an employed contract and bonus.
  • Full paraplanning and admin support.
  • Market-focused training provided.
  • Business and personal development opportunities.
  • An infrastructure to fully support all Advisers delivering a first-class service to clients.