Financial Planning Advisor

16 hours ago


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

Role Overview:

Quilter Financial Planning is seeking bright, ambitious individuals to join our team as self-employed financial advisers. This role offers flexibility, excellent financial benefits, and personal satisfaction.

Key Responsibilities:

  • Generating new client opportunities
  • Ensuring clients make wise and profitable decisions
  • Preparing sound financial plans
  • Advising clients on current financial issues
  • Maintaining and updating knowledge of regulations

Requirements:

  • Good attention to detail, strong maths skills, and ability to learn
  • Trustworthy with experience in MS Office and data management systems
  • Excellent communication skills and relationship building

Benefits:

  • Fully supported 14-week programme
  • First 7 weeks cover business development, Quilter's induction, and adviser skills training
  • Final 6 weeks consolidate knowledge and prepare for client engagement
  • Financial support for the first 13 months
  • Guaranteed client opportunities provided in the first year

Salary:

We estimate this role offers a salary range of £25,000 - £35,000 per annum, depending on experience.



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