Quilter Hiring – Financial Planner In Oadby

Overview

Position Title: Financial Planner

Company:  Quilter

Location: Oadby, UK

Job Description

Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regarded brand and marketing capability together with an advice process that our clients trust, the focus of this senior role is to help grow the business and support clients with the provision of holistic financial planning whilst delivering a first-class service to them. Interested? Read on….

Responsibilities:

• You’ll be capable of growing our numbers of clients, both from referrals and new relationships, working closely with our sister company, Quilter Cheviot, where appropriate.
• This could include attending events, being active in local business and communities, following up leads, explaining the Wealth division’s services to potential new clients and developing relationships with professional connections.

Requirements:

• As a minimum, you must hold a level 4 Financial Planning Certificate, or above.
• Desirable qualifications would include Securities Institute Investment Advice Certificate, the Advanced Financial Planning Certificate, the ATT from the Association of Taxation Technicians or the ATII from The Chartered Institute of Taxation.