RemotevilleRemote Financial Advisor Job in Greater London, UK Quilter Financial Planning
Financial Advisor Quilter Financial Planning
£ -
Build Strong RelationshipsCustomer Relationship ManagementFinanceFinancial AdvisoryFinancial PlanningFinancial ServicesRegulatory ComplianceRelationship DevelopmentSales
Mid-level (3-4 years) - Senior (5-8 years)
Greater LondonUK
Quilter Financial Planning, part of Quilter, is one of the leading financial advice networks in the UK.
300+ employees
Financial Services
Open for applications
Role
Who you are
- Proven experience as a financial planner
- Ability to analyze financial information and comply with regulations
- Proficiency in MS Office and CRM systems
- Strong ethics and customer-oriented attitude
- Outstanding communication skills and ability to foster long-term relationships
- Diploma in Financial Services
Desirables
- Industry experience
- Interpersonal skills
- Ambition
What the job involves
- Supporting experienced Financial Advisors in meeting clients' financial goals
- Providing sound financial plans and recommendations to clients
- Generating new business and building strong relationships with clients and introducers
Company
Company mission
Quilter Financial Planning aims to provide invaluable guidance and support to clients by offering the right advice and solutions for their financial needs, operating across various markets and continuously investing in improving their business proposition and service quality.Company benefits
- Professionally introduced leads
- Attractive remuneration
- Full paraplanning and admin support
- Market-focused training
- Business and personal development
- National coverage
Company values
- Integrity
- Excellence
- Innovation
- Client-focused