Location: England (Home Workers)
What the Hiring Manager Says
“This is an opportunity for a Financial Planner to join a team in its transformational phase, in a business committed to delivering exceptional client outcomes through the means of remote communication methods. Being able to embrace digital and strong communication skills are critical attributes when joining this exciting team”
Chris Everett, Head of Adviser & Client Support
About the Role
As a Financial Planning Consultant within Quilter Financial Planning, your core purpose is to provide financial advice to new and existing clients, following existing procedures, including annual reviews, pre and post retirement advice, investment and protection advice as well as referrals to specialists where required.
Working with our customers/clients you will identify financial requirements and needs and recommend suitable investment and advice vehicles to support their financial goals. You will also carry out annual reviews and Identify the more complex requirements and ensure the right advice is provided or relevant referrals are made.
You will support strategic initiatives with concentration on the movement of back book assets under advice alongside Self Employed Advisers, growing with our customers, enhancing efficiencies, and always being a responsible Wealth Manager.
As a Financial Planning Consultant, you must be an ethical, professional individual who acts with focus and care.
You must have excellent telephone skills and be a clear and open communicator, possess strong organisation and planning skills and have great attention to detail.
Ideally you will have a Diploma in Financial Advice and a solid understanding of the Financial Services Industry.
To be successful in this role, you will work collaboratively and be someone who preservers to get the right outcome, learning and adapting from experiences.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.