Financial Services Professional

5 days ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.

The ideal candidate will have a proven track record in financial planning and a strong understanding of the financial services industry. They will be able to analyze financial information, comply with regulations, and provide sound financial advice to clients.

Key Responsibilities:

  • Develop and implement financial plans to meet clients' goals and objectives
  • Provide expert advice on financial products and services
  • Build and maintain strong relationships with clients and introducers
  • Stay up-to-date with industry developments and regulatory changes
  • Contribute to the growth and development of the business

Requirements:

  • Proven experience as a financial planner or advisor
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in MS Office and CRM systems

What We Offer:

  • A competitive remuneration package
  • Opportunities for career development and growth
  • A supportive and collaborative team environment
  • Access to industry-leading training and development programs


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