Financial Planner

23 hours ago


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

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
About You:
  • 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
Benefits:
  • 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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