Financial Planning Expert

5 days ago


London, Greater London, United Kingdom Quilter plc Full time
Role Overview

The role of a Financial Planning Expert at Quilter plc is to help the team establish, maintain, and improve a competitive Financial Planning proposition. This will include a wide range of tasks and requires a strong working knowledge of financial planning and wealth management.

This is an exciting opportunity to work closely with our panel providers ensuring the sales data is monitored and any irregularities escalated. You will work alongside other analysis within the business who are responsible for provider system access and payment and valuation data flows.

A key aspect of this role is to work in close collaboration with other departments of the business to help effectively manage any propositional change delivery. As a Financial Planning Expert, you will be expected to establish provider sales data MI to ensure there is an overview of all business written. This will involve detailed analysis, especially when doing complex tasks.

You will have extensive organisational skills, be able to undertake detailed analysis, especially when doing complex tasks. You will be proficient in Excel and/or other database applications.

We value diversity and strive to promote inclusivity in all aspects of our culture. We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Combining our diverse talents, we accomplish more collectively than we ever could do alone.

In terms of salary, this role comes with a highly competitive package including 182 hours (26 days) holiday, Quilter Incentive Scheme, Pension Scheme, Private Medical Insurance, Life Assurance, and Healthcare Cash Plan.

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