Career Opportunity as Financial Planner
2 days ago
Quilter Financial Planning is seeking a skilled and ambitious individual to join our team as a financial planner. In this role, you will be responsible for providing expert advice to clients on their financial planning needs.
Key Responsibilities:- 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 make recommendations
- A level 4 CII qualification - Diploma in Regulated Financial Advice
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
- Fully paid access to an expert tutor and online curriculum
- Self-employed adviser role once qualified
- Opportunity to build lasting relationships with clients
Estimated salary: £30,000 - £50,000 per annum depending on experience.
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