Senior Financial Planner
2 months ago
We are seeking a seasoned and accomplished Senior Financial Planner to join our wealth management team at Quilter Financial Planning. In addition to reviewing client goals, existing attitude towards risk, and portfolio performance on a regular basis, the Senior Financial Planner's primary responsibilities include meeting with clients regularly to provide trusted financial advice.
As a Senior Financial Planner, you will be responsible for delivering personalized financial planning advice and building strong relationships with clients and their families. You will also be expected to meet with and recruit prospective and new clients, and develop relationships with professionals that will result in new client referrals for the business.
At Quilter Financial Planning, we specialize in delivering wealth management solutions that are tailored to meet the unique needs of our clients. Our team includes experienced financial planners and mortgage advisers, as well as a client service and operations team.
Key Responsibilities:
- Meet with clients regularly to review their financial goals and provide personalized advice
- Develop and maintain strong relationships with clients and their families
- Meet with and recruit prospective and new clients
- Develop relationships with professionals to generate new client referrals
- Stay up-to-date with industry developments and regulatory requirements
Requirements:
- 5+ years of experience in financial planning or a related field
- Designated Level 4 qualified advisor
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
Benefits:
- Competitive salary and bonus scheme
- Company pension and sick pay
- Death in service benefit
- 35 days paid holiday
- Hybrid working arrangement
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