Financial Planner

3 days ago


Eastern England, United Kingdom Quilter Financial Planning Full time

Job Summary:

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This is an exciting opportunity for a skilled Financial Adviser to join our team at Quilter Financial Planning. As a Holistic Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their financial futures.

About the Role:

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  • You will work closely with clients to understand their financial goals and objectives, developing tailored plans to help them achieve success.
  • You will have the ability to analyse complex financial information and provide clear recommendations to clients.
  • With a strong understanding of investment and pension products, you will be able to advise clients on the best options for their financial situations.
  • You will be responsible for generating new business and building introducer relationships, as well as customising financial plans according to clients' changing needs.
  • Maintaining and updating your knowledge of regulations, practices, and financial products will be essential in this role.

Requirements:

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  • A Diploma in Financial Services is required, with experience in industry sales and a strong understanding of investment and pension business.
  • You should have excellent interpersonal skills, with the ability to foster long-term relationships with clients.
  • Ambition and hunger are essential qualities for this role, as you will be expected to consistently meet targets and exceed expectations.

Benefits:

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  • All leads are professionally introduced through a robust lead generation process.
  • We offer attractive remuneration terms, including a salary range of £40,000 - £60,000 per annum, depending on experience.
  • You will receive full paraplanning and admin support, allowing you to focus on client-facing activities.
  • Market-focused training is provided, ensuring you stay up-to-date with the latest industry developments.
  • Business and personal development opportunities are available, enabling you to grow both professionally and personally.

Location:

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The ideal location for this role is in England, although remote working arrangements may be considered for exceptional candidates.



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