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Financial Planning Consultant
1 month ago
Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.
Key Responsibilities:
- Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.
- Client Relationships: Foster strong relationships with clients, providing expert advice and guidance to ensure their financial well-being.
- Business Development: Identify new business opportunities and build relationships with introducers to drive growth and revenue.
- Knowledge and Skills: Maintain and update knowledge of regulations, practices, and financial products to provide the highest level of service to clients.
About You:
- Experience: Proven experience as a financial planner with a strong track record of achieving client goals.
- Skills: Excellent analytical and communication skills, with the ability to work with clients to understand their financial needs and provide tailored solutions.
- Certifications: Diploma in Financial Services or equivalent qualification.
What We Offer:
- Seamless Transition: A seamless transition to self-employment with Quilter Financial Advisers, enabling you to continue providing fee income and client service without disruption.
- Independence: Independent of day-to-day direct management controls, allowing you to manage your own diary and build your business within our business.
- Support: Access to industry-leading brand, marketing support, pre-qualified lead generation, and attractive remuneration terms.
- Development: Opportunities for business and personal development, with market-focused training and infrastructure to support your success.
