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Financial Planner

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
Unlock Your Potential as a Financial Advisor

Are you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning offers an exceptional opportunity for experienced professionals to thrive in a dynamic environment.

As a leading financial services business, we provide a robust lead generation process, attractive remuneration terms, and comprehensive support to help you succeed. Our network of advisors across the UK offers a unique chance to develop and grow your career.

The Benefits:

  • Professional lead introduction through our robust process
  • Competitive remuneration terms
  • Full paraplanning and admin support
  • Market-focused training and development
  • Business and personal growth opportunities
  • National coverage and infrastructure support
  • Excellent earning potential

The Role:

  • Deliver tailored financial plans to meet clients' goals
  • Provide expert advice on financial matters and make recommendations
  • Generate new business and build relationships with introducers
  • Customize financial plans to meet clients' evolving needs
  • Maintain strong relationships with existing clients
  • Stay up-to-date with regulations, practices, and financial products

About You:

  • Proven experience as a financial planner
  • Ability to analyze financial information and comply with regulations
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics and customer-oriented attitude
  • Outstanding communication skills and relationship-building abilities
  • Diploma in Financial Services

Qualifications:

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills and ambition