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Financial Services Professional

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a unique opportunity for a Financial Advisor to work on both an employed and self-employed basis.

Your goal will be to provide expert financial guidance to clients, helping them make informed decisions to meet their financial goals. You will be responsible for preparing sound financial plans, advising clients on current financial issues, and generating new business opportunities.

Key Responsibilities
  • Develop and implement financial plans to meet clients' needs
  • Provide expert advice on financial products and services
  • Build and maintain strong relationships with clients and introducers
  • Stay up-to-date with industry regulations and best practices
Requirements
  • Proven experience as a financial planner
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Diploma in Financial Services or equivalent
What We Offer
  • A supportive and collaborative work environment
  • Opportunities for professional development and growth
  • A competitive remuneration package
  • Access to market-leading financial products and services