Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.
Key Responsibilities:
* Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances.
* Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
* Keep up-to-date with financial regulations, products, and industry trends to provide the best advice.
* Work collaboratively with colleagues to support business objectives and client outcomes.
* Maintain accurate client records and comply with all regulatory and compliance requirements.
Requirements:
* Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
* Proven experience in providing financial advice within a professional setting.
* Strong communication and interpersonal skills to effectively engage with clients.
* Ability to analyze financial information and develop appropriate strategies.
* Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
* Proactive and client-focused approach.
Requirements
* Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
* Proven experience in financial advisory roles
* Strong communication and interpersonal skills
* Analytical skills to assess and develop financial strategies
* Up-to-date knowledge of financial regulations and products
* Client-focused and proactive attitude
Benefits
Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.