Senior Financial Services Consultant
3 days ago
An excellent opportunity has arisen for a Senior Financial Services Consultant to join our team at Quilter Financial Planning.
We are seeking an experienced Financial Advisor who is looking to develop and grow their career in a supported role.
The ideal candidate will have a proven track record of success in financial planning, with a strong understanding of investment and pension business.
About the Role:
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
- You will 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.
- Customise financial plans according to clients' changing needs.
- Build strong relationships to retain existing clients.
- Maintain and update knowledge of regulations, practices, and financial products.
Requirements:
- 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.
- Diploma in Financial Services.
Estimated Salary: £50,000 - £70,000 per annum.
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