Financial Planning Expert

1 day ago


Glasgow, Glasgow City, United Kingdom Quilter Financial Advisers Full time

Quilter Financial Advisers offers a unique opportunity for ambitious individuals to excel in the field of financial planning. As a key member of our team, you will play a crucial role in helping clients achieve their financial goals.

We are seeking a highly skilled and motivated individual to join our dynamic team. Your main objective will be to provide expert advice to clients on various financial matters, ensuring they make informed decisions to meet their financial objectives.

The ideal candidate will have excellent analytical and communication skills, with the ability to build strong relationships with clients. You will be responsible for analysing financial information, preparing sound financial plans, and making recommendations to clients. Additionally, you will be expected to generate new business opportunities and maintain existing client relationships.

About You:

  • Proven experience as a financial planner is essential
  • Able to analyse financial information and comply with regulations
  • Proficient in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics, with a customer-oriented attitude
  • Outstanding communication skills, with the ability to foster long-term relationships
  • Diploma in Financial Services

Salary: £40,000 - £60,000 per annum (dependent on experience)

Benefits:

  • Financial Support
  • Pre-qualified lead generation
  • Use of an industry leading Brand
  • Marketing support
  • Attractive remuneration terms
  • paraplanning and admin support
  • Market focused training provided
  • Business and personal development
  • An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
  • National coverage.


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