Financial Planning Professional
18 hours ago
We are seeking a highly skilled Financial Planning Professional to join our team at Quilter Financial Planning.
This is an excellent opportunity for a motivated individual with a passion for financial planning to work on an employed basis with one of our strategic partner firms.
The ideal candidate will have a proven track record in financial planning and be able to provide expert advice to clients on current financial issues.
Estimated Salary: £40,000 - £60,000 per annum
The benefits of this role include:
- All leads are professionally introduced through a robust lead generation process
- Attractive remuneration terms
- 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 their income
- National coverage
- Many great opportunities for Advisers to really maximise their earning potential
About the Role:
- Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals
- 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
About You:
- 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
Requirements:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills
- Ambition and hunger
About Us:
Quilter Financial Planning is a leading financial services business that provides a range of services to individuals and businesses. We are committed to providing our clients with expert advice and guidance to help them achieve their financial goals.
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