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 internationallyThe Role:Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients' changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial productsAbout You:Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesWhat are the benefits to becoming self-employed with QFA?A seamless transition enabling fee income and client service to continue without disruptionIndependent of day-to-day direct management controlsManage your own diaryBuild your business within our businessUtilise the power of the Quilter brandSet your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brandFinancial and contract rates reflective of personal business growth and achievement Benefits:Financial SupportPre-qualified lead generationUse of an industry leading BrandMarketing supportAttractive remuneration termsparaplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverage.Many great opportunities for Advisers to really maximise their earning potential.