Career Opportunity as Financial Planner

2 days ago


Leeds, Leeds, United Kingdom Quilter Financial Planning Full time
Job Description:

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
Requirements:
  • 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
Benefits:
  • 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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