Successful Adviser Role

1 month ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Job Description

We are seeking a skilled Financial Advisor to join our team at Quilter Financial Planning. In this role, you will be responsible for working with clients to understand their financial goals and developing tailored financial plans to help them achieve those goals.

You will also be responsible for generating new business and building introducer relationships, as well as maintaining and updating your knowledge of regulations, practices, and financial products.

Responsibilities:

  • Prepare and present comprehensive financial plans to clients
  • Analyse financial information and provide recommendations to clients
  • Build and maintain relationships with existing clients
  • Develop new business opportunities and build introducer relationships

Benefits:

  • All leads are professionally introduced through a robust lead generation process
  • Competitive remuneration terms: £50,000 - £70,000 per annum + uncapped earnings potential
  • Full paraplanning and admin support
  • Market-focused training provided


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