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Financial Planner

2 months ago

Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time
Unlock Your Potential as a Self-Employed Financial Adviser

At Quilter Financial Advisers, we're committed to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business and work with clients to create tailored financial plans.

Key Responsibilities:

  • Develop and implement financial plans to meet clients' objectives
  • Analyse financial information and provide expert advice
  • Build and maintain relationships with clients and introducers
  • Stay up-to-date with industry regulations and best practices

Requirements:

  • Proven experience in financial planning and advice
  • Strong analytical and communication skills
  • Proficiency in MS Office and CRM systems
  • Diploma in Financial Services

Benefits of Joining Quilter Financial Advisers:

  • Utilise the power of the Quilter brand
  • Set your own business development goals and work within a supportive environment
  • Competitive financial and contract rates
  • Access to industry-leading training and resources

Take the First Step Towards a Rewarding Career:

As a self-employed financial adviser with Quilter Financial Advisers, you'll have the opportunity to build a successful business and make a real difference in people's lives. If you're passionate about financial planning and advice, we'd love to hear from you.