Quilter Financial Planning

Financial Planning and Analysis

• Servicing of existing client bank (c50% 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 firms 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.

Financial Advisor