Investment Planning Advisor

1 week ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time
Job Overview

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 financial products to provide the best possible advice
Requirements
  • Proven experience as a financial planner, with a strong track record of success
  • Ability to analyze complex financial information and provide clear, concise 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 results
  • Diploma in Financial Services or equivalent qualification
Benefits
  • Attractive remuneration terms, with opportunities for growth and development
  • Full paraplanning and admin support, allowing you to focus on high-value tasks
  • Market-focused training and development opportunities, ensuring you stay up-to-date with industry trends
  • Business and personal development, with a focus on delivering exceptional results
  • National coverage, with opportunities to work with clients across the UK


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