01 May 2024
Quilter Financial Planning, the advice network, is pleased to announce the appointment of Joanne Bean as a senior relationship manager.
She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on relationships with appointed representative firms.
Reporting to Jason Adcock, Sales Director at Quilter Financial Planning, Bean will be responsible for developing relationships with key account businesses, covering the north of the UK, as well as supporting their objectives to bolster their development.
Jason Adcock, Sales Director at Quilter Financial Planning, said: “We are delighted to announce Joanne as the latest addition to the Quilter Financial Planning team. Having worked in the advice sector for over twenty years, Joanne is highly experienced at building relationships between advice networks and firms. Joanne’s skills are a great addition to help us further support businesses across our network so they maximise their potential, whilst also establishing solid relationships with new firms as we continue on our route to expansion.”
Joanne Bean, Senior Relationship Manager at Quilter Financial Planning added: “I’m really pleased to be joining Quilter Financial Planning and I’m looking forward to supporting firms across the north of the UK. Given that today’s economic environment is full of complexities it remains paramount that firms are well supported to navigate these challenges.”
“Quilter provides a great home for advice businesses with flexibility around how you work with the network and I’m excited to form strong connections with each business in order to help them grow and develop in a way that’s best for their needs.”
