Financial Advisor

Overview

One of Quilter's partner firms based in Nottingham is recruiting an experienced Financial Adviser on an employed basis. The role is hybrid, with a minimum of 2 days per week in the office and the remainder working from home or on the road.

Quilter Financial Planning provided pay range. This range is provided by Quilter Financial Planning. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

• Servicing of existing client bank (c 50% capacity) which comprises business owners, managers, retirees and their family members.
• Working alongside existing solicitor and accountant introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firm s target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

• Personal organisation

• Knowledge and direct experience with clients of:
  Later life and estate planning, including trusts;
  Working with accountants and solicitors

• Mid-Senior level

• Full-time

• Finance

Location:

Nottingham, England, United Kingdom