Company Description
Established in 2006, Quilter Financial Planning has become one of the UK's largest distributors of financial advice, providing services to both individuals and businesses. Our advisers offer expertise in wealth management, retirement planning, property wealth, and personal and business protection needs. We support advisers with a range of partnership options tailored to their unique business journeys, including launching, growing, running, and exiting their businesses. Quilter Financial Planning also helps advisers advance their careers through the Quilter Academy.
Role Description
This is a full-time remote role for a Financial Adviser. The Financial Adviser will be responsible for providing financial advice to clients on a range of products including mortgages, wealth management, and personal and business protection. Daily tasks include meeting with clients to assess their financial needs, advising on investment opportunities, and creating financial plans. The Financial Adviser will also need to stay updated on market trends and maintain client relationships.
Qualifications
* Expertise in Mortgage Marketing, Mortgages
* Strong background in Finance, Financial Planning
* CeMap Qualification is essential
* Excellent interpersonal and communication skills
* Ability to work independently and remotely
* Experience in client relationship management