Financial Planning Professional

18 hours ago


Manchester, United Kingdom Quilter Financial Planning Full time
Job Description

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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