Financial Planner - New Clients

Quilter

6d•Hybrid

About The Position

As part of expansion plans for the Advice Hub we are looking to recruit a team of Financial Planners to focus on onboarding new clients via our Affinity Lead programme. This newly formed team will be based in our flagship Southampton Office. Working with customers to identify financial requirements and needs as well as recommending suitable investment and advice vehicles to support customers’ financial goals. This is fully supported financial planner role, with leads provided, a dedicated support team and inhouse paraplanning services available. The role will also be a regulated role therefore it’s essential the successful candidate is Level 4 Diploma qualified in Financial Advice. This regulated role plays an integral role in the oversight of advice and service delivery. This role will directly impact good customer outcomes by driving strategy, listening and engaging with our customers and ensuring advice standards and processes are adhered to. It supports strong consumer understanding of our propositions and ensuring avoidance of foreseeable harm to our customers. Duties performed will directly contribute to overall positive outcomes for our customers by ensuring delivery against our commitment to providing positive financial futures.

Requirements

Located within a commutable distance from Southampton or be prepared to relocate at your expense.
You will have strong knowledge of the Financial Services industry as well as an extensive background in Financial Planning.
As an essential requirement for this role, you must be an experienced Financial Planner with competency status as well being able to demonstrate a significant track record of onboarding new clients.
You will be an excellent, clear communicator and be able to act with focus and care towards the client.
Adaptable by nature and who can work professionally and ethically.
You’ll have a shared vision and disciplined delivery of advice and provision of detailed KPI’s, as well as the ability to work under pressure and to manage good working relationships.
You must have your Level 4 diploma in Financial Advice to be considered for this opportunity.

Nice To Haves

Advice/sales
Client relationship management
Attainment of KPIs including lead conversion
Relevant business development experience

Benefits

Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

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