Financial Planner

1 week ago


Ipswich, Suffolk, 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 network of advisors across the UK, offering both employed and self-employed opportunities. Our goal is to empower you to deliver exceptional client service and maximize your earning potential.

The Benefits:

  • Professional lead generation and introduction
  • Competitive remuneration terms
  • Full paraplanning and administrative support
  • Market-focused training and development
  • Business and personal growth opportunities
  • National coverage and infrastructure support
  • Abundant opportunities for professional growth and income enhancement

The Role:

  • Develop and implement personalized financial plans for clients
  • Analyze financial information and provide expert advice
  • Build strong relationships with clients and introducers
  • Generate new business opportunities and expand your network
  • Stay up-to-date with industry regulations and best practices

About You:

  • Proven experience as a financial planner or advisor
  • Strong analytical and problem-solving skills
  • Proficiency in MS Office and CRM systems
  • Excellent communication and interpersonal skills
  • Diploma in Financial Services or equivalent

Qualifications:

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


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