Career Transition into Financial Planning
3 weeks ago
About Us:
Quilter Financial Planning is a renowned name in the financial services industry, providing expert guidance and support to individuals seeking a rewarding career as self-employed financial advisers.
Our Story:
We strive to empower ambitious individuals with a Level 4 qualification to transition into this fulfilling profession, fostering a culture of excellence, and confidence.
What We Offer:
- A comprehensive 14-week training program, designed to facilitate a smooth entry into the world of financial planning
- First-hand experience in business development, Quilter induction, and adviser skills training
- Ongoing development and support after authorization
- Financial support for the first 13 months
- Guaranteed client opportunities in the first year
Your Role:
- Develop new client relationships and grow your professional network
- Ensure clients make informed decisions through personalized advice
- Prepare customized financial plans tailored to individual needs
- Maintain knowledge of regulations and financial products
Key Responsibilities:
- Business Development: generating new client opportunities and expanding existing relationships
- Client Engagement: advising on current financial issues and making recommendations
- Relationship Building: maintaining strong ties with clients and colleagues
Salary Range: £35,000 - £50,000 per annum
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