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Quilter Financial Planning
Greater London
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Job Source: Membership BespokeService Care Solutions
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Job Description Independent Financial Adviser Location: London Contract: Permanent (Self-Employed Agreement) Rate: £negotiable (% of revenue + fixed expense) Start Date: Flexible *Remote working available* Contact: [email protected] Job Description Service Care Solutions are currently recruiting on behalf of an established Financi
Job Source: Service Care SolutionsGreater London
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:
Proven experience as a financial planner
Ability to analyse 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
Diploma in Financial Services
What are the benefits to becoming self-employed with QFA?
A seamless transition enabling fee income and client service to continue without disruption
Independent of day-to-day direct management controls
Manage your own diary
Build your business within our business
Utilise the power of the Quilter brand
Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand
Financial and contract rates reflective of personal business growth and achievement
Benefits:
Financial Support
Pre-qualified lead generation
Use of an industry leading Brand
Marketing support
Attractive remuneration terms
paraplanning and admin support
Market focused training provided
Business and personal development
An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
National coverage.
Many great opportunities for Advisers to really maximise their earning potential.
Email Alert for Financial Advisor jobs in Greater London
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