RemotevilleRemote Financial Advisor Job in Suffolk, UK Quilter Financial Planning
Financial Advisor Quilter Financial Planning
£ -
Build Strong RelationshipsCustomer Relationship ManagementFinanceFinancial AdvisoryFinancial PlanningFinancial ServicesRegulatory ComplianceRelationship DevelopmentSales
Mid-level (3-4 years) -
SuffolkUK
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.
- Strong ethics with a customer-oriented attitude.
- Outstanding communication skills with the ability to foster long-term relationships.
Desirables
- Diploma in Financial Services
- Industry sales experience
- Understanding of investment and pensions
- Excellent interpersonal skills
What the job involves
- Ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare sound financial plans to ensure client targets are met.
- Advise on financial issues and recommend actions.
- Generate new business and build introducer relationships.
- Customize financial plans according to changing client needs.
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
- All leads through robust process
- Attractive remuneration terms
- Full paraplanning and admin support
- Market-focused training
- Business and personal development
- Infrastructure support enhancing income
- National coverage
Company values
- Integrity
- Excellence
- Innovation
- Client-focused