Financial Advisor

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:

\n
• All leads are professionally introduced through a robust lead generation process
\n
• Attractive remuneration terms
\n
• Full paraplanning and admin support
\n
• Market focused training provided
\n
• Business and personal development
\n
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
\n
• National coverage.
\n
• Many great opportunities for Advisers to really maximise their earning potential.
\n

The Role:

\n
• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
\n
• Prepare sound financial plans to ensure clients meet their targets
\n
• Advise clients on current financial issues and make recommendations
\n
• Generate new business and build introducer relationships
\n
• Customise financial plans according to clients’ changing needs
\n
• Build strong relationships to retain existing clients
\n
• Maintain and update knowledge of regulations, practices, and financial products
\n

About You:

\n
• Proven experience as a financial planner
\n
• Ability to analyse financial information and comply with regulations
\n
• Proficiency in MS Office and CRM systems
\n
• Attention to detail and strong math skills
\n
• Strong ethics, with a customer-oriented attitude
\n
• Outstanding communication skills, with the ability to foster long-term relationships
\n
• Diploma in Financial Services
\n

Qualifications:

\n
• Diploma in Financial Advice
\n
• Industry Sales experience
\n
• Strong understanding of investment and pension business
\n
• Excellent interpersonal skills goals.
\n
• Ambition and Hunger
\n