Financial Services Director
3 weeks ago
As a Financial Planning Manager at Quilter plc, you will lead and support a team of Financial Planners focused on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office.
This is a player-manager role, requiring the successful candidate to carry out the role of a Financial Planner, working with customers to identify financial requirements and needs, recommending suitable investment and advice vehicles, and delivering exceptional financial planning solutions remotely.
The Financial Planning Manager oversees the day-to-day delivery of service to valued customers, ensuring team and individual KPIs are met while maintaining high standards of advice and competence.
The team consists of Financial Planners with varying levels of Advisory experience, so coaching and mentoring is essential for this role. Oversight of the team's delivery against our advice standards, service standards, and business targets is crucial.
A regulated role requires Level 4 Diploma qualification in Financial Advice, which ensures the successful candidate has the necessary expertise to excel in this position.
We offer competitive salary and benefits, including 182 hours of holiday (26 days), Quilter Incentive Scheme, non-contributory pension scheme, private medical insurance, and life assurance. You will also have access to flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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