Financial Planner – New Clients
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Location: Southampton Time Type: Full time Posted on: Posted Yesterday End Date: December 29, 2024 (27 days left to apply) Job Requisition ID: R4063 About the Business
Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. About the Role
Level:
4 Department:
Distribution - QFA Contract:
Permanent Location:
Southampton 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 a fully supported financial planner role, with leads provided, a dedicated support team, and in-house 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. About You
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. You have previous or current Financial Planner status with a minimum of 3 years’ experience and demonstrable success in onboarding new clients into an advice proposition. 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 KPIs, as well as the ability to work under pressure and manage good working relationships. The ideal candidate will be able to demonstrate previous experience in the following key areas: Advice/sales Client relationship management Attainment of KPIs including lead conversion Relevant business development experience You must have your Level 4 diploma in Financial Advice to be considered for this opportunity. Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. Core 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. Flexible Working
At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. Quilter is committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation, or disability.
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Location: Southampton Time Type: Full time Posted on: Posted Yesterday End Date: December 29, 2024 (27 days left to apply) Job Requisition ID: R4063 About the Business
Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £111.6 billion in customer investments (as at 31 March 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. About the Role
Level:
4 Department:
Distribution - QFA Contract:
Permanent Location:
Southampton 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 a fully supported financial planner role, with leads provided, a dedicated support team, and in-house 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. About You
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. You have previous or current Financial Planner status with a minimum of 3 years’ experience and demonstrable success in onboarding new clients into an advice proposition. 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 KPIs, as well as the ability to work under pressure and manage good working relationships. The ideal candidate will be able to demonstrate previous experience in the following key areas: Advice/sales Client relationship management Attainment of KPIs including lead conversion Relevant business development experience You must have your Level 4 diploma in Financial Advice to be considered for this opportunity. Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. Core 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. Flexible Working
At Quilter, we believe our workplace needs to work for you, and we want to enable that by creating an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures. Quilter is committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation, or disability.
#J-18808-Ljbffr
