What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Interested in starting your own business as a financial planner.
- Driven hard working and ethical with an excellent work ethic.
- Experienced in MS Office and data management systems.
Nice to have
- math skills
- attention to detail
- communication skills
Day to day
- Receive fully paid access to an expert tutor and online curriculum for Level 4 CII Qualification.
- Join Quilter Financial Advisers in a self-employed adviser role after qualification.
- Generate new client opportunities and grow your business.
- Ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare sound financial plans to help clients meet financial targets.