Financial Planning Specialist
4 days ago
Job Description:
We are seeking a highly motivated and experienced Financial Planning Specialist to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for ensuring clients make informed decisions to meet their financial goals.
About the Role:
- You will prepare comprehensive financial plans to ensure clients achieve their targets.
- Advise clients on current financial issues and provide recommendations.
- Generate new business and build strong relationships with introducers.
- Cultivate long-term relationships with clients to retain existing business.
- Maintain up-to-date knowledge of regulations, practices, and financial products.
Requirements:
- Diploma in Financial Advice or equivalent qualification.
- Industry sales experience.
- Strong understanding of investment and pension business.
- Excellent interpersonal skills and ability to work in a team environment.
- Ambition and hunger for success.
What We Offer:
- A competitive salary of £60,000 - £80,000 per annum (dependent on experience).
- All leads are professionally introduced through a robust lead generation process.
- Full paraplanning and admin support.
- Market-focused training provided.
- Business and personal development opportunities.
- National coverage.
- An infrastructure to fully support Advisers delivering a first-class service to clients.
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