Advisory Financial Expert

13 hours ago


Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

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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