Financial Planner

2 days ago

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

Are you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time financial adviser programme, offering a unique opportunity to develop your skills and expertise in a dynamic and growing sector.

What We Offer
  • Fully paid access to an expert tutor and online curriculum to achieve the Level 4 CII Qualification - Diploma in Regulated Financial Advice
  • Join Quilter Financial Advisers in a self-employed adviser role once qualified

We're looking for ambitious individuals who are passionate about delivering exceptional customer service and building strong relationships with clients. If you're hardworking, driven, and have excellent communication skills, we'd love to hear from you.

Key Responsibilities
  • Generating new client opportunities to grow your business
  • Ensuring clients make wise and profitable decisions to meet their financial goals
  • Preparing sound financial plans to ensure clients meet their targets
  • Advising clients on current financial issues and make recommendations
  • Generating new business and build introducer relationships
  • Customising financial plans according to clients' changing needs
  • Building strong relationships to retain existing clients
  • Maintaining and updating knowledge of regulations, practices, and financial products

At Quilter Financial Planning, we're committed to making it easy for you to start your career in financial services. Our programme is designed to provide you with the skills and knowledge you need to succeed in this exciting and rewarding field.

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