Personal Financial Strategist

2 days ago


London, Greater London, United Kingdom Quilter Financial Advisers Full time
Your Career Opportunity
We are seeking a motivated and experienced Financial Planner to join our team at Quilter Financial Advisers. In this role, you will be responsible for developing and implementing comprehensive financial plans to meet clients' goals and objectives. With a focus on building strong relationships with clients, you will also have the opportunity to generate new business and introducer relationships.

Key Responsibilities
* Analyse clients' financial information to identify areas for improvement and develop tailored plans to meet their objectives* Provide expert guidance on current financial issues and make recommendations to clients* Foster long-term relationships with clients and introduce new business opportunities* Stay up-to-date with regulations, practices, and financial products to maintain knowledge and expertise* Collaborate with other team members to share knowledge and best practices

Requirements
* Proven experience as a financial planner with a strong track record of success* Ability to analyse complex financial information and provide clear, concise advice* Proficiency in MS Office and CRM systems* Strong attention to detail and excellent math skills* Strong ethics and customer-oriented attitude* Excellent communication skills to build trust and rapport with clients

About the Role
This is an exciting opportunity for a talented individual to join our team and contribute to our mission of providing exceptional financial services to our clients. With a competitive salary of £60,000 - £80,000 per annum, plus benefits and incentives, this role offers a great career prospect for those looking to take their career to the next level.

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