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London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...
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London, Greater London, United Kingdom Quilter Financial Planning Full time{"title": "Mortgage and Protection Specialist", "content": "Unlock Your Potential as a Mortgage and Protection SpecialistAt Quilter Financial Planning, we're seeking a highly skilled Mortgage and Protection Specialist to join our team. As a key member of our team, you'll be responsible for delivering exceptional mortgage and protection advice to our clients,...
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Financial Planner
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London, Greater London, United Kingdom Quilter Financial Planning Full timeEmployed Financial Adviser OpportunityWe are seeking a driven and ambitious Financial Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement personalized...
Financial Planning Specialist
2 months ago
We are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term financial goals.
Key Responsibilities- Develop and maintain strong relationships with clients, understanding their financial needs and goals.
- Conduct thorough financial assessments, providing tailored advice and recommendations to clients.
- Work closely with clients to create personalized financial plans, ensuring they are aligned with their values and objectives.
- Stay up-to-date with industry developments, regulatory changes, and market trends, applying this knowledge to provide expert advice to clients.
- Collaborate with internal teams, including sales, marketing, and operations, to ensure seamless delivery of financial planning services.
- Meet or exceed sales targets, driving business growth and revenue for Quilter Financial Planning.
- Diploma in Financial Advice or equivalent qualification.
- Proven industry experience, with a strong understanding of financial planning principles and practices.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- A competitive salary, with uncapped earning potential.
- A comprehensive benefits package, including pension and death in service benefits.
- 25 days holiday per annum, plus Bank Holidays.
- The opportunity to work with a leading financial planning business, with access to high-quality clients and a range of business development opportunities.
- Ongoing training and development, to ensure you stay up-to-date with industry developments and best practices.
