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Financial Planner

2 months ago

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

At Quilter Financial Advisers, we're dedicated to empowering individuals to make informed financial decisions. As a self-employed financial adviser, you'll play a vital role in helping clients achieve their financial goals.

Key Responsibilities:

  • Develop and implement comprehensive financial plans tailored to clients' unique needs
  • Analyse financial information and provide expert advice on investment opportunities
  • Build and maintain strong relationships with clients, understanding their financial objectives and concerns
  • Stay up-to-date with industry regulations and best practices, ensuring compliance and excellence in service
  • Identify new business opportunities and develop strategies to grow your client base

Requirements:

  • Proven experience in financial planning and wealth management
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts
  • Proficiency in MS Office and CRM systems, with a willingness to learn and adapt to new technologies
  • Diploma in Financial Services or equivalent qualification

Benefits of Joining Quilter Financial Advisers:

  • Utilise the power of the Quilter brand, with its reputation for excellence and trust
  • Enjoy the flexibility of self-employment, with the support and protection of a leading financial services company
  • Competitive financial and contract rates, reflecting your personal business growth and achievement
  • Access to industry-leading training and development opportunities, helping you maximise your earning potential