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Financial Services Professional
2 months ago
Quilter Financial Planning is seeking an experienced Financial Advisor to join our team on a employed and self-employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, providing a supportive environment for financial planners to develop and grow.
The Role- Develop and implement comprehensive financial plans to meet clients' goals and objectives
- Provide expert advice on investment and pension products, ensuring clients make informed decisions
- Build and maintain strong relationships with clients, delivering exceptional customer service
- Generate new business opportunities through introducer relationships and lead generation
- Stay up-to-date with industry regulations, practices, and products, ensuring compliance and best practices
- Proven experience as a financial planner, with a strong track record of success
- Ability to analyze complex financial information and provide expert advice
- Proficiency in MS Office and CRM systems, with excellent communication and interpersonal skills
- Strong ethics and a customer-oriented attitude, with a focus on delivering exceptional service
- Diploma in Financial Services or equivalent qualification
- Attractive remuneration terms, with opportunities for growth and development
- Full paraplanning and admin support, allowing you to focus on client relationships and business growth
- Market-focused training and development opportunities, ensuring you stay up-to-date with industry trends and best practices
- National coverage, with a strong network of advisors and support teams
