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One of our Strategic Partner firms at Quilter Financial Planning, based in Lincolnshire, is currently looking for experienced advisers to join their team. Their advisers are highly qualified and operate under strict ethical guidelines.
Requirements
1. Employed experienced adviser to manage and grow an existing book of clients.
2. All leads are professionally introduced through a robust lead generation process.
3. Attractive remuneration terms.
4. Full paraplanning and admin support.
5. Market-focused training provided.
6. Business and personal development opportunities.
7. An infrastructure to fully support all Advisers in delivering a first-class service to clients, thereby enhancing your income.
8. Many great opportunities for Advisers to maximize their earning potential.
9. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
10. Prepare sound financial plans to ensure clients meet their targets.
11. Advise clients on current financial issues and make recommendations.
12. Generate new business.
About You
* 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 and strong math skills.
* Strong ethics, with a customer-oriented attitude.
* Outstanding communication skills, with the ability to foster long-term relationships.
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