Financial Services Professional
2 weeks ago
Are you a skilled Financial Advisor seeking a new challenge? Look no further
Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.
As a member of our team, you will be part of a strong network of advisors based across the UK, working from office and field-based roles. This is a fantastic opportunity to develop and grow your career, especially if you are frustrated with finding new clients and completing administrative tasks.
The Benefits:
- All leads are professionally introduced through a robust lead generation process.
- Attractive remuneration terms.
- Full 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.
- Many great opportunities for Advisers to really maximize their earning potential.
The Role:
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare sound financial plans to ensure clients meet their targets.
- Advise clients on current financial issues and make recommendations.
- Generate new business and build introducer relationships.
- Customize financial plans according to clients' changing needs.
- Build strong relationships to retain existing clients.
- Maintain and update knowledge of regulations, practices, and financial products.
About You:
- Proven experience as a financial planner.
- Ability to analyze financial information and comply with regulations.
- Proficiency 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.
Qualifications:
- Diploma in Financial Advice.
- Industry Sales experience.
- Strong understanding of investment and pension business.
- Excellent interpersonal skills.
- Ambition and Hunger.
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