Career Advancement Opportunity in Financial Services

3 weeks ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Career Development Opportunity

We are proud to offer a supported position for experienced financial advisors at Quilter Financial Planning. This opportunity allows you to focus on what you do best – delivering exceptional client service and growing your career.

As a leading financial services business, we provide a supportive environment where you can thrive and reach your full potential. Our strong network of advisors across the UK offers office and field-based roles for those looking to advance their careers.

Job Description:

  • Evaluate clients' financial situations and provide wise recommendations.
  • Develop customized financial plans to meet clients' goals.
  • Advise clients on current financial matters and make tailored suggestions.
  • Maintain long-term relationships with existing clients.

Requirements:

  • Proven experience as a financial planner.
  • Ability to analyze financial information and adhere to regulatory requirements.
  • Proficiency in MS Office and CRM systems.
  • Attention to detail and strong mathematical skills.

Benefits:

  • All leads are professionally introduced through our robust lead generation process.
  • Attractive remuneration terms: £60,000 - £80,000 per annum (dependent on experience).
  • Full paraplanning and admin support.
  • Market-focused training provided.

About Us:

Quilter Financial Planning is a leading financial services business that offers a supportive environment for advisors to grow and develop their careers.



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