Financial Services Professional

6 days ago


London, Greater London, 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 a Financial Services Professional, you will play a key role in helping our clients achieve their financial goals.

Key Responsibilities:

  • Develop and implement comprehensive financial plans to meet clients' needs
  • Provide expert advice on investment and pension products
  • Build and maintain strong relationships with clients to ensure long-term loyalty
  • Stay up-to-date with industry regulations and best practices
  • Collaborate with colleagues to share knowledge and expertise

Requirements:

  • Proven experience in financial planning and advice
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Diploma in Financial Services or equivalent
  • Industry Sales experience and knowledge of investment and pension products

What We Offer:

  • A supportive and collaborative work environment
  • Opportunities for professional development and growth
  • A competitive remuneration package
  • Access to industry-leading training and resources

About Us:

Quilter Financial Planning is a leading financial services business with a strong network of advisors across the UK. We are committed to delivering exceptional service to our clients and providing a supportive environment for our employees to thrive.



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