Financial Services Expert
18 hours ago
We are seeking a highly skilled Financial Advisor to join our team at Quilter Financial Advisers. As a UK-based advisory business, we provide personalized financial planning services to individuals. Our goal is to deliver exceptional service and establish ourselves as one of the leading advisory businesses in the industry.
Our team of experienced Advisors is spread across the UK, including Scotland and Northern Ireland, ensuring that we can provide face-to-face service to our clients.
We are part of Quilter Financial Planning, one of the largest financial advice networks in the UK, and owned by Quilter, a leading provider of wealth management services globally.
About the Role- Your primary objective will be to help clients make informed decisions regarding their financial goals and objectives.
- You will be responsible for developing customized financial plans tailored to meet the unique needs of each client.
- As an expert in current financial issues, you will advise clients on relevant matters and provide recommendations.
- You will also focus on generating new business opportunities and building relationships with introducers.
- Additionally, you will maintain and update your knowledge of regulations, practices, and financial products to ensure that you remain up-to-date and compliant.
- To succeed in this role, you should have proven experience as a financial planner, with a strong analytical mindset and ability to analyze complex financial information.
- You must possess excellent communication skills, with the ability to foster long-term relationships with clients and colleagues.
- A diploma in Financial Services is highly desirable, but not mandatory.
- As a self-employed individual working with QFA, you will enjoy a seamless transition, allowing you to continue serving clients without disruption.
- You will have the autonomy to manage your own diary and build your business within our established network.
- We offer attractive remuneration terms, reflective of your personal business growth and achievement.
- You will have access to pre-qualified lead generation, marketing support, and paraplanning and admin assistance.
- Ongoing training and development opportunities will be available to enhance your skills and knowledge.
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