Financial Planner
23 hours ago
We are seeking an experienced Financial Planner to join Quilter Financial Advisers. As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.
Job Role:- Develop and implement tailored financial plans to meet clients' goals and objectives
- Provide expert advice on current financial issues and make recommendations to clients
- Identify new business opportunities and build relationships with introducers
- Customise financial plans to reflect changing client needs
- Maintain strong relationships to retain existing clients and drive business growth
- Stay up-to-date with regulatory requirements, industry developments, and financial products
- Proven experience as a financial planner (5+ years)
- Strong analytical and problem-solving skills, with ability to work under pressure
- Proficiency in MS Office and CRM systems, with experience of working with financial software
- Excellent communication and interpersonal skills, with ability to build long-term relationships
- Diploma in Financial Services or equivalent qualification
- Competitive salary (£60,000 - £80,000 per annum) + uncapped commission
- Opportunity to work independently, with flexibility to manage own diary and business development
- Use of the Quilter brand, with access to pre-qualified lead generation and marketing support
- Attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement
- Paraplanning and admin support, market-focused training, and business and personal development opportunities
- National coverage, with access to a large network of advisers and a seamless transition into self-employment
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