Remote Financial Advisor Job in UK Quilter Financial Planning

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
• Attention to detail with strong math skills
• Strong ethics with a customer-oriented attitude
• Outstanding communication skills with ability to foster long-term relationships
• Diploma in Financial Advice or equivalent qualification

Desirables

• Industry sales experience
• Understanding of investment and pension business
• Excellent interpersonal skills
• Ambition and hunger

What the job involves

• Ensure clients make wise and profitable decisions to meet their financial goals
• Prepare sound financial plans to ensure target achievement
• Advise on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customize financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations practices and financial products