Financial Planning Consultant

Overview

Level: 4

Location: Fully Remote

Department: Distribution - Financial Planning

Contract: Permanent

This Financial Planner role provides predominantly remote financial advice to existing and new clients via Teams or the telephone, with occasional face-to-face meetings as required. You will also support national strategic initiatives, with a focus on moving back book assets under advice.

Direct client contact is a key part of the role, helping deliver an ongoing service of a high quality that meets client expectations.

Responsibilities

• Provide remote financial advice to existing and new clients via Teams and telephone; attend occasional face-to-face meetings when required
• Follow existing procedures, including:
  • annual reviews
  • pre- and post-retirement advice
  • investment and protection advice
  • referrals to specialists where required
• Work with customers to identify financial requirements and needs
• Recommend suitable investment and advice vehicles to support clients’ financial goals
• Complete annual reviews and identify more complex client requirements, ensuring appropriate advice or referrals are made
• Work with the wider QFA team to support achievement of strategic priorities, including:
  • Grow with our customers
  • Enhance Efficiencies
  • Embrace Digital
  • Be a responsible Wealth Manager
  • Consumer Duty

Requirements

• Strong knowledge of the Financial Services industry
• Extensive background in Financial Planning
• Previous or current Financial Planner status
• Essential: Level 4 diploma in Financial Advice
• Excellent, clear communication skills
• Ability to act with focus and care toward clients
• Adaptable, able to work professionally and ethically
• Ability to deliver advice with discipline, including providing detailed KPIs
• Ability to work under pressure and maintain good working relationships

Preferred Qualifications

• None specified

Compensation & Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: eligible to participate
• Pension Scheme: non-contributory company pension scheme, boostable through personal contributions
• Private Medical Insurance: single cover as standard; options to increase cover to include 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: available to UK employees, chosen and paid for via salary deduction

Location

Fully Remote