Financial Services Professional

6 days ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

Unlock Your Potential as a Financial Services Professional

Are you a seasoned financial advisor looking for a more supportive role? Look no further Quilter Financial Planning is offering an exciting opportunity for a Financial Services Professional to join our team on both an employed and self-employed basis.

About the Role:

  • As a Financial Services Professional, your primary goal will be to help clients make informed decisions about their financial futures.
  • You will be responsible for preparing comprehensive financial plans, analyzing client data, and providing expert advice on financial products and services.
  • Our ideal candidate will have a proven track record in financial planning, excellent communication skills, and a strong understanding of financial regulations and industry practices.
  • You will work closely with our team to generate new business, build strong relationships with clients, and provide exceptional customer service.
  • As a Financial Services Professional, you will have access to our robust lead generation process, attractive remuneration terms, and a comprehensive training program to help you develop your skills and knowledge.

What We Offer:

  • A supportive and collaborative work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • Access to our state-of-the-art technology and tools
  • A comprehensive training program to help you succeed in your role

Requirements:

  • Proven experience as a financial advisor or planner
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • A strong understanding of financial regulations and industry practices
  • A diploma in financial services or a related field

Why Join Quilter Financial Planning?

  • We are a leading financial services business with a strong reputation for excellence
  • We offer a supportive and collaborative work environment
  • We provide opportunities for professional growth and development
  • We offer a competitive salary and benefits package


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