Quilter Financial Planning
501 - 1000 employees
Founded 2006
💸 Finance
Finance • Financial Services
Quilter Financial Planning is a company that focuses on providing financial advice and planning services to help individuals reach their financial goals. They offer a wide range of financial products and services, including investment management, retirement planning, and trust planning. Quilter Financial Planning provides access to financial advisers who can guide clients through different stages of financial planning, helping them make informed decisions to secure their financial future. The company is committed to protecting client security and offers resources to help clients stay safe from financial scams.
Financial Adviser
🕒 April 1
🇬🇧 United Kingdom – Remote
💵 £40k - £50k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
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Quilter Financial Planning
501 - 1000 employees
Founded 2006
💸 Finance
Finance • Financial Services
Quilter Financial Planning is a company that focuses on providing financial advice and planning services to help individuals reach their financial goals. They offer a wide range of financial products and services, including investment management, retirement planning, and trust planning. Quilter Financial Planning provides access to financial advisers who can guide clients through different stages of financial planning, helping them make informed decisions to secure their financial future. The company is committed to protecting client security and offers resources to help clients stay safe from financial scams.
📋 Description
• Provide Financial Planning support to clients • Provide full holistic financial advice to a varied range of clients • Support investment professionals to cultivate client relationships
🎯 Requirements
• Provide Financial Planning support to clients • Provide full holistic financial advice to a varied range of clients • Support investment professionals to cultivate client relationships • Understanding complex information - Analysing financial data • Team building - Collaboration • Consistency - Proficiency • Professionalism - Adaptability • Research and analysis - Client confidentiality • Listening and communication - Record keeping • Diploma in Financial Advice • Some Industry Sales experience • Strong understanding of the investment business • Excellent interpersonal skills
🏖️ Benefits
• Full Administration Service • Full Paraplanning Support • Development support to achieve Chartered status • Client provided
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