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Financial Planner Position

2 months ago

Bristol, Bristol, United Kingdom Quilter Financial Planning Full time

At Quilter Financial Planning, we are seeking ambitious individuals to join our full-time programme and embark on a rewarding career as a financial adviser.

This programme offers a unique opportunity to gain Level 4 CII Qualification - Diploma in Regulated Financial Advice, fully paid for, and join our team of financial planners in a self-employed role once qualified.

Our ideal candidate will be looking to start their own business as a financial planner, switch industries, or return to work. They will possess excellent communication skills, be trustworthy, and have a strong work ethic.

Responsibilities will include generating new client opportunities, ensuring clients make wise decisions, preparing financial plans, and maintaining knowledge of regulations and financial products.

We are committed to making this transition easy for you, regardless of your background. If you can answer YES to these questions, we'd love to speak to you:

  • I'm looking to start my own business as a financial planner
  • I'm looking to switch industries, or I am returning to work
  • I'm hard working and driven, with an excellent work ethic
  • I have good attention to detail, strong maths skills, and can learn to analyse financial information
  • I am trustworthy and feel that I could manage money in line with the appropriate rules and regulations
  • I'm experienced in MS Office and have worked with data management systems
  • I'm ethically minded and want to do the best by customers
  • I have great communication skills and enjoy building lasting relationships

We'd be happy to have a chat with you about the varied and rewarding career of a financial planner. Simply apply below and you will receive a webinar invite where we'll tell you more about what we can offer you, how you'll benefit, and the next steps.