Quilter Academy for Financial Planners

15 hours ago


London, Greater London, United Kingdom Quilter Financial Planning Full time

**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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