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Employed Financial Adviser - Contact Shelley Barrett

Company

Quilter Financial Planning

Location

London, United Kingdom

Type

Other

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 experie...

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