Personal Financial Strategist
15 hours ago
Quilter Financial Advisers is seeking an experienced personal financial strategist to join their team in the UK. As a leading advisory business, we provide face-to-face service to individuals across the country.
The ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail. They will be able to analyse complex financial information, comply with regulations, and provide sound advice to clients.
The Role:- Develop and implement tailored financial strategies to meet clients' goals and objectives
- Provide expert advice on current financial issues and make recommendations to clients
- Identify new business opportunities and build relationships with introducers
- Customise financial plans to reflect changing client needs
- Maintain strong relationships to retain existing clients and drive business growth
- Stay up-to-date with regulatory requirements, industry developments, and financial products
- Proven experience as a financial planner (5+ years)
- Strong analytical and problem-solving skills, with ability to work under pressure
- Proficiency in MS Office and CRM systems, with experience of working with financial software
- Excellent communication and interpersonal skills, with ability to build long-term relationships
- Diploma in Financial Services or equivalent qualification
- Competitive salary (£60,000 - £80,000 per annum) + uncapped commission
- Opportunity to work independently, with flexibility to manage own diary and business development
- Use of the Quilter brand, with access to pre-qualified lead generation and marketing support
- Attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement
- Paraplanning and admin support, market-focused training, and business and personal development opportunities
- National coverage, with access to a large network of advisers and a seamless transition into self-employment
Estimated salary for this role is £72,000 per annum, based on national averages and industry standards.
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