Job Description
Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.
Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally
The Role:
* Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
* Prepare sound financial plans to ensure clients meet their targets
* Advise clients on current financial issues and make recommendations
* Generate new business and build introducer relationships
* Customise financial plans according to clients’ changing needs
* Build strong relationships to retain existing clients
* Maintain and update knowledge of regulations, practices, and financial products
About You:
1. Proven experience as a financial planner
2. Ability to analyse financial information and comp...