Personal Financial Strategist
3 weeks ago
About Us: Quilter Financial Advisers is a renowned UK advisory firm focused on empowering individuals to achieve their financial aspirations. We maintain a strong presence across the UK, with a team of experienced advisers dedicated to delivering exceptional face-to-face service.
We are proud to be part of the Quilter Financial Planning network, which boasts one of the largest financial advice networks in the UK. Our association with Quilter, a respected leader in wealth management, offers numerous benefits to our advisers.
Key Responsibilities:
- Develop and implement customized financial plans tailored to client goals.
- Provide expert guidance on current financial matters and recommend suitable solutions.
- Foster strong, long-lasting relationships with clients to ensure retention and growth.
- Stay abreast of regulatory requirements, industry best practices, and financial product offerings.
About You:
- Proven track record as a financial planner.
- Ability to analyze complex financial data and adhere to regulatory guidelines.
- Proficiency in MS Office and CRM systems.
- Strong attention to detail and mathematical skills.
- Unwavering commitment to ethics, with a customer-centric attitude.
- Excellent communication skills, with the capacity to build lasting relationships.
- Diploma in Financial Services.
Salary Range: £42,000 - £62,000 per annum, contingent upon experience and qualifications.
Additional Benefits:
- Financial support for business expansion
- Access to pre-screened lead generation
- Utilization of a well-established brand
- Assistance with marketing initiatives
- Competitive compensation terms
- Paraplanning and administrative support
- Obligatory market-focused training
- Opportunities for professional and personal growth
- Infrastructure support for delivering exceptional client service and enhancing income
- National coverage
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