Become a Financial Planner Professional

3 weeks ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Job Responsibilities

As a financial adviser at Quilter Financial Planning, you will be responsible for:

Client Relationship Building

  • Briefing and advising clients on current financial issues and making recommendations.
  • Generating new client opportunities through introducer relationships and networking.

Financial Planning

  • Preparing sound financial plans to ensure clients meet their targets.
  • Customizing financial plans according to clients' changing needs.

Professional Development

  • Maintaining and updating knowledge of regulations, practices, and financial products.
  • Participating in ongoing training and development programs to stay up-to-date with industry trends.

Compensation and Benefits

  • A base salary of $65,000 per year, with uncapped commissions based on performance.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.


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