Senior Financial Services Consultant

3 days ago


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

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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