Financial Planning Specialist

3 weeks ago


Derby, Derby, United Kingdom Quilter Financial Advisers Full time
Job Title: Financial Planning Specialist

We are seeking a highly skilled and experienced financial planning specialist to join our team at Quilter Financial Advisers.

As a leading advisory business in the UK, we provide face-to-face service to individuals across the country.

The Role:
  • Develop and implement tailored financial plans to meet clients' goals and objectives, analysing complex financial information and complying with regulations.
  • Provide expert advice on current financial issues and make recommendations to clients, customising financial plans to reflect changing client needs.
  • Identify new business opportunities and build relationships with introducers, staying up-to-date with regulatory requirements, industry developments, and financial products.

Our ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail. They will be able to work under pressure, maintain strong relationships to retain existing clients and drive business growth.

About You:
  • Proven experience as a financial planner (5+ years) with proficiency in MS Office and CRM systems, including experience of working with financial software.
  • Strong analytical and problem-solving skills, with ability to build long-term relationships and stay up-to-date with industry developments.
  • Diploma in Financial Services or equivalent qualification, with attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement.
Benefits:
  • Competitive salary (£60,000 - £80,000 per annum) + uncapped commission, reflecting personal business growth and achievement.
  • Opportunity to work independently, with flexibility to manage own diary and business development, using the Quilter brand and accessing pre-qualified lead generation and marketing support.
  • Paraplanning and admin support, market-focused training, and business and personal development opportunities, national coverage and access to a large network of advisers.


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