Financial Planner
1 week ago
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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