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Financial Planner

3 months ago

London, UK, United Kingdom Quilter Full time
What the Hiring Manager Says

At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.

Our business is transforming, continually modernising and becoming even more customer centric. So if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us

A rare opportunity to join a FTSE 250 Company embarking on the next phase of their development. The successful candidate will be joining a team comprising of new starters and industry experienced veterans.

The candidate will be joining the team at a truly exciting time in their growth phase, as an integral part of the advice business in the future. A great opportunity to join, make your mark and establish your long-term career path.

Being a part of a large organisation provides security, personal and professional training, and many diverse career opportunities.

Financial Planning Manager (National)

About the Role

Level: 4

Department: Adviser & Client Support Hub

Location: Home Worker, United Kingdom (Need to be based in the South due to client base and some travel)

Contract type: Permanent, Full-Time

Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media's such has Teams, Zoom or the telephone however occasional face to dace maybe required. You will also support strategic initiatives in the National with concentration on the

movement of back book assets under advice.

You will follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice as well as referrals to specialists where required.

Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers / clients' financial goals.

You will carry out annual reviews and identify more complex customer / client requirements and ensure the right advice is provided or relevant referrals are made.

Working with the wider QFA team to ensure the team are contributing towards the Quilter strategic priorities, which are:
  • Grow with our customers
  • Enhance Efficiencies
  • Embrace Digital
  • Be a responsible Wealth Manager
About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.

Ideally located in the South of the UK or be prepared to relocate at their expense.

The ideal candidate will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning. We would also want someone who has previous or current Financial Planner status.

You must have a Level 4 diploma in Financial Advice which is essential to the role.

You will be an excellent, clear communicator and be able to act with focus and care towards the client. Adaptable by nature and who can work professionally and ethically.

You'll have a shared vision and disciplined delivery of advice and provision of detailed KPI's as well as the ability to work under pressure and to manage good working relationships.

Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.

In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

#LI-IC1 #LI-remote

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.