Financial Planner

19 hours ago

Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

At Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a Financial Advisor, you'll play a crucial role in delivering exceptional service to our clients, ensuring they make informed decisions about their financial futures.


The Role:

  • You'll work closely with clients to understand their financial objectives and develop tailored plans to help them achieve their goals.
  • With a strong focus on face-to-face service, you'll build lasting relationships with clients, providing expert advice and guidance to help them navigate the complexities of personal finance.
  • As a key member of our team, you'll be responsible for generating new business opportunities, building introducer relationships, and customizing financial plans to meet the evolving needs of our clients.
  • You'll also maintain and update your knowledge of regulations, practices, and financial products to ensure you're always providing the best possible advice to our clients.


About You:

  • We're looking for experienced financial planners who possess a proven track record of success in the industry.
  • You'll need to be able to analyze financial information, comply with regulations, and demonstrate strong math skills.
  • Proficiency in MS Office and CRM systems is essential, as is a customer-oriented attitude and outstanding communication skills.
  • A Diploma in Financial Services is also a requirement for this role.


What sets us apart:

  • We offer a seamless transition to self-employment, enabling you to continue delivering fee income and client service without disruption.
  • You'll have the freedom to manage your own diary, build your business within our business, and utilize the power of the Quilter brand.
  • Our attractive remuneration terms and financial support will help you grow your business and achieve your goals.
  • We also provide pre-qualified lead generation, marketing support, and access to industry-leading training and development opportunities.


Benefits:

  • Financial Support
  • Pre-qualified lead generation
  • Use of an industry-leading brand
  • Marketing support
  • Attractive remuneration terms
  • 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
  • National coverage
  • Many great opportunities for Advisers to really maximise their earning potential

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