Career Advancement Opportunity in Financial Services
3 weeks ago
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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