Newly Qualified Financial Planner

Job Description

What the Hiring Manager SaysDue to expansion, Quilter Private Client Advisers is currently looking for an employed, newly qualified Financial Planner 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 role is to help grow the business and support clientswith the provision of holistic financial planning whilst delivering a first-class service to them. Interested Read on….About the RoleOur Financial Planners are a key part of our regional teams, providing financialplanningadvice to private clientswith complex needs. Working collaboratively acrossQuilter’s Wealth Management Division, often withInvestment Managers,you willoffer clientsa bespokefinancial plan, typically with an ongoing service.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.Working closely with our local Regional Directors, you will help to develop the growth plans of the region, contributing to the overall plan and helping to develop new opportunities.You’ll absorb and assimilate the latest developments in financial services, the financial markets and economic trends and willprovide input into our proposition, service, and colleague development initiatives. Ensuring that all advice is provided within astrict ethical and compliance framework is essential, as is putting clients at the heart of our business.About YouAs a minimum, you must hold a level 4 Financial Planning Certificate, or above. You might be a paraplanning, or working within the advice space, looking for an opportunity to move into a Financial Planner role.Youll need to have a strong level of technical and product knowledge, and will be an expert in client relationships and service excellence.Knowledge and awareness of the industry and developments is key, with business development and origination skills highly desirable. In addition you will be experienced in compliance and risk management.Core BenefitsHoliday: 26 daysQuilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the companys performance and their contribution to itPension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributionsPrivate Medical Insurance: Single cover as standard, cover can be increased at your own costLife Assurance: 4x your salary, cover can be increased at your own costIncome Protection: 75% of salary payable after 26 weeks of absenceIn 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.