Investment Advisory Professional

19 hours ago


Derby, Derby, United Kingdom Quilter Financial Advisers Full time

Quilter Financial Advisers is seeking an investment advisory professional to join our team.

Key Role Details:

The ideal candidate will have a proven track record in providing expert advice on current financial issues, with excellent communication skills and attention to detail.

Main Accountabilities:
  • Developing and implementing tailored financial plans to meet clients' goals and objectives
  • Providing expert advice on current financial issues and making recommendations to clients
  • Identifying new business opportunities and building relationships with introducers
  • Customising financial plans to reflect changing client needs
About You:
  • Proven experience as a financial planner (5+ years)
  • Strong analytical and problem-solving skills, with ability to work under pressure
  • Proficiency in MS Office and CRM systems, with experience of working with financial software
  • Excellent communication and interpersonal skills, with ability to build long-term relationships
  • Diploma in Financial Services or equivalent qualification
Remuneration:
  • Competitive salary £60,000 - £80,000 per annum + uncapped commission
  • National coverage, with access to a large network of advisers and a seamless transition into self-employment
  • Use of the Quilter brand, with access to pre-qualified lead generation and marketing support


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