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Financial Services Professional

2 months ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
Unlock Your Potential as a Financial Advisor

Are you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exceptional opportunity for experienced professionals to grow and thrive in a dynamic environment.

As a leading financial services business, we operate a strong network of advisors across the UK, providing a robust lead generation process, attractive remuneration terms, and comprehensive support to help you succeed.

The Benefits:

  • Professional lead generation and introduction
  • Competitive remuneration and benefits
  • Full paraplanning and administrative support
  • Market-focused training and development
  • Business and personal growth opportunities
  • National coverage and infrastructure
  • Maximize your earning potential

The Role:

  • Develop and implement financial plans to meet clients' goals
  • Analyze financial information and provide expert advice
  • Build strong relationships with clients and introducers
  • Customize financial plans to meet clients' changing needs
  • Maintain and update knowledge of regulations and financial products

About You:

  • Proven experience as a financial planner
  • Strong analytical and communication skills
  • Proficiency in MS Office and CRM systems
  • Attention to detail and strong math skills
  • Strong ethics and customer-oriented attitude

Qualifications:

  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business