Mortgage and Financial Services Expert

7 days ago


Birmingham, Birmingham, United Kingdom Quilter Full time
About the Role

We are seeking an experienced Mortgage Adviser or Financial Planner to join our team at Quilter. As a Financial Planning Consultant, you will be responsible for delivering high-quality financial advice to clients and building strong relationships with them.

**Key Responsibilities:

  • Analyse financial information and prepare sound financial plans for clients
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build introducer relationships
  • Customise financial plans according to clients' changing needs
  • Maintain and update knowledge of regulations, practices, and financial products

Benefits

  • All leads are professionally introduced through a robust lead generation process
  • Attractive remuneration terms
  • Full paraplanning and admin support
  • Market-focused training provided
  • Business and personal development opportunities
  • National coverage and many great opportunities for Advisers to maximise their earning potential


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