Financial Planner

5 days ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
About the Role

We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.

As a Financial Advisor, you will be responsible for ensuring clients make wise and profitable decisions to meet their financial goals. You will prepare sound financial plans, advise clients on current financial issues, and generate new business and build introducer relationships.

Key Responsibilities
  • Develop and implement financial plans to meet clients' targets
  • Provide expert advice on financial products and services
  • Build and maintain strong relationships with clients and introducers
  • Stay up-to-date with industry regulations and best practices
Requirements
  • Proven experience as a financial planner
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Diploma in Financial Services or equivalent
What We Offer
  • Attractive remuneration terms
  • Full paraplanning and admin support
  • Market-focused training and development opportunities
  • A strong network of advisors and support team

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