Quilter Financial Planning’s reputation for support and development is an enviable one. Whether it’s in the field, on the phone, or online we give you all the help you need to move your business forward.
We offer the most comprehensive support and development package in the industry and we’ve more than doubled our investment to make sure it stays that way. Your success is our success so when you join Quilter Financial Planning you can expect the highest levels of support, whoever you’re dealing with. Here are some examples of what you can look forward to.
Our heads of proposition are experts in their field. Each one is individually responsible for making sure our advisers enjoy access to the latest and best value products plus technical support in the following areas:
Relationship Managers, Field Coaches and Regional Support Consultants
You have your own named relationship support contact whose job it is to make sure your customer proposition is a profitable one and that you make full use of all the support on offer.
Adviser Support Team, Mortgage Desk, and Technical Support Team
If you have questions about products, processes or you just need information you will find an expert on the end of a phone. For example, get answers to your lending questions from the Mortgage Desk, and get help with IT and technology from the Technical Support Team.
Constructive and safe compliance support
If you’ve come from a background where you’ve had to manage your own compliance you will know how much time and effort it takes to get it right. Quilter Financial Planning’s compliance team is set up to get it right first time and will give you all the compliance, and training and competence support you need to run your business safely and profitably.