Financial Advisor

3 weeks ago

manchester, United Kingdom Quilter Financial Planning Full time
Job Description

** Applicants must hold Level 4 Diploma in UK Financial Advice **


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:

All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverage.Many great opportunities for Advisers to really maximise their earning potential.


The Role:

Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients’ changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial products



About You:

Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial Services



Qualifications:


Diploma in Financial AdviceIndustry Sales experienceStrong understanding of investment and pension businessExcellent interpersonal skills goals.Ambition and Hunger

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