Advisory Financial Expert
13 hours ago
We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a critical role in helping clients achieve their financial objectives.
The ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial information to clients. Proficiency in MS Office and CRM systems is also essential.
As a key member of the team, you will have the opportunity to work closely with clients, build strong relationships, and generate new business. The estimated salary for this position is around £55,000-£75,000 per annum, depending on experience.
About You:
- Proven experience as a financial planner
- Ability to analyse 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
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 maximise their earning potential
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