Ambitious Financial Services Professional
1 month ago
Are you a Financial Advisor seeking a more supported role? This could be the opportunity for you.
As a leading financial services business at Quilter Financial Planning, we are offering an excellent opportunity for a Financial Advisor to work on an Employed basis. Our exciting business model allows you to inherit and develop an exciting client bank, be part of a growing firm, and work alongside like-minded individuals.
We have dedicated office space in Derbyshire, and have built a fantastic client-focused reputation. Our growth strategy is continuing to expand our services, making us an ideal choice for ambitious Financial Advisers.
About You- Proven experience as a financial planner is essential.
- Ability to analyse financial information and comply with regulations is a must.
- Proficiency in MS Office and CRM systems is required.
- Attention to detail is crucial.
- Strong ethics, with a customer-oriented attitude, is essential.
- Outstanding communication skills, with the ability to foster long-term relationships, are a must.
- Diploma in Financial Advice is required.
- Clients available, with 70 households ringfenced to inherit.
- Attractive remuneration terms through an employed contract + bonus.
- 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.
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