Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.
Opportunity with Quilter Financial Planning
We are seeking experienced financial advisers to join one of our strategic partner firms based in Lincolnshire. Our advisers operate under strict ethical guidelines and are highly qualified.
Requirements:
1. Experienced adviser managing and growing an existing client book
2. Leads professionally introduced via a robust lead generation process
3. Attractive remuneration terms
4. Full paraplanning and admin support
5. Market-focused training
6. Business and personal development opportunities
7. Infrastructure to support advisers in delivering first-class client service and maximizing income
8. Opportunities to increase earning potential
9. Assist clients in making wise financial decisions to meet their goals
10. Prepare financial plans to help clients meet targets
11. Advise on financial issues and make recommendations
12. Generate new business
About You:
1. Proven experience as a financial planner
2. Ability to analyze financial data and comply with regulations
3. Proficiency in MS Office and CRM systems
4. Attention to detail and strong math skills
5. Strong ethics and customer-oriented attitude
6. Excellent communication skills and ability to foster long-term relationships
7. Diploma in Financial Services
Compensation & Benefits:
Salary plus bonus, access to existing clients, and a great team culture.
Additional Information:
Employment type: Full-time
Seniority level: Not Applicable
Job function: Finance and Consulting
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