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Quilter Financial Planning
Employed Financial Adviser - Contact Shelley BarrettQuilter Financial Planning • London, England and Wales, GB
Employed Financial Adviser - Contact Shelley Barrett

Employed Financial Adviser - Contact Shelley Barrett

Quilter Financial Planning • London, England and Wales, GB
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Quilter Financial Planning is looking for a dedicated Employed Financial Adviser to join our team. As a Financial Adviser, you will provide expert financial advice and planning services to our clients, helping them achieve their financial goals and secure their financial future.

Key Responsibilities:

  • Deliver tailored financial advice and solutions to clients based on their individual needs and circumstances.
  • Develop and maintain strong client relationships to ensure high levels of client satisfaction and retention.
  • Keep up-to-date with financial regulations, products, and industry trends to provide the best advice.
  • Work collaboratively with colleagues to support business objectives and client outcomes.
  • Maintain accurate client records and comply with all regulatory and compliance requirements.

Requirements:

  • Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent).
  • Proven experience in providing financial advice within a professional setting.
  • Strong communication and interpersonal skills to effectively engage with clients.
  • Ability to analyze financial information and develop appropriate strategies.
  • Commitment to maintaining up-to-date knowledge of industry developments and compliance standards.
  • Proactive and client-focused approach.

Requirements

  • Qualified Financial Adviser with relevant certifications (e.g., QFA or equivalent)
  • Proven experience in financial advisory roles
  • Strong communication and interpersonal skills
  • Analytical skills to assess and develop financial strategies
  • Up-to-date knowledge of financial regulations and products
  • Client-focused and proactive attitude

Benefits

Competitive basic salary in the range of £70-80k based on experience along with strong bonus structure.

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Employed Financial Adviser - Contact Shelley Barrett • London, England and Wales, GB

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