Financial Services Professional

2 weeks ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

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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