Financial Planner Opportunity

2 months ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Opportunity Overview

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.

This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible for ensuring clients make wise and profitable decisions to meet their financial goals.

Key Responsibilities:

  • Prepare sound financial plans to ensure clients meet their targets
  • Advise clients on current financial issues and make recommendations
  • Generate new business and build introducer relationships
  • Customise financial plans according to clients' changing needs
  • Maintain and update knowledge of regulations, practices, and financial products

Benefits:

  • All leads are professionally introduced through a robust lead generation process
  • Attractive remuneration terms: £40,000 - £60,000 per annum + uncapped earnings potential
  • Full paraplanning and admin support
  • Market-focused training provided
  • Business and personal development opportunities


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