Quilter Academy for Financial Planners
15 hours ago
**Required Skills and Qualifications**
- A strong work ethic and excellent communication skills.
- Good attention to detail, strong maths skills, and ability to learn and analyse financial information.
- Trustworthiness and ability to manage money in line with appropriate rules and regulations.
- Experience with MS Office and data management systems.
- Ethical mindset and commitment to doing what's best for customers.
**Benefits**
- Fully paid access to expert tutors and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice.
- Opportunity to join Quilter Financial Advisers in a self-employed adviser role once qualified.
- Excellent financial benefits, including progression opportunities.
- Flexibility around family and good work-life balance.
**What's it like working as a financial planner?**
- Generating new client opportunities to grow your business.
- Ensuring clients make wise and profitable decisions to meet their financial goals.
- Preparing sound financial plans to ensure clients meet their targets.
- Advising clients on current financial issues and making recommendations.
- Building strong relationships to retain existing clients.
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