[Hiring] Financial Planner @Quilter

Role Description

Our Financial Planner role is to provide predominantly remote Financial Advice to existing clients and new clients via media’s such as Teams, Zoom or the telephone; however, occasional face-to-face meetings may be required. You will also support strategic initiatives in the National with concentration on the movement of back book assets under advice.

• Follow existing procedures, including annual reviews, pre and post-retirement advice, investment and protection advice, as well as referrals to specialists where required.
• Work with customers to identify financial requirements and needs.
• Recommend suitable investment and advice vehicles to support customers' financial goals.
• Carry out annual reviews and identify more complex customer requirements.
• Ensure the right advice is provided or relevant referrals are made.
• Collaborate with the wider QFA team to contribute towards Quilter's strategic priorities:
• Grow with our customers
• Enhance Efficiencies
• Embrace Digital
• Be a responsible Wealth Manager
• Regulatory obligations
• Consumer Duty
• Directly impact good customer outcomes through ongoing service delivery.
• Ensure customer needs are correctly identified, and advice/recommendations are provided based on personal circumstances.

Qualifications

• Strong knowledge of the Financial Services industry.
• Extensive background in Financial Planning.
• Previous or current Financial Planner status.
• Level 4 diploma in Financial Advice (essential).

Requirements

• Excellent, clear communicator.
• Ability to act with focus and care towards the client.
• Adaptable by nature, able to work professionally and ethically.
• Shared vision and disciplined delivery of advice.
• Ability to provide detailed KPIs.
• Ability to work under pressure and manage good working relationships.

Benefits

• Holiday: 182 hours (26 days).
• Quilter Incentive Scheme: All employees are eligible to participate in the 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.
• Flexible benefits for UK employees available via salary deduction.