Are you looking to start your career as a Mid-Level Employed Financial Adviser - London - Client Management & Analysis in London? Quilter Financial Planning is currently hiring local talent for this Mid-Level Employed Financial Adviser - London - Client Management & Analysis role!
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.
Benefits
- Performance Bonus
This Mid-Level Employed Financial Adviser - London - Client Management & Analysis position is a fantastic opportunity to join the team at Quilter Financial Planning. Apply today via Placed!