Self-Employed Financial Adviser

4 weeks ago


Colchester, United Kingdom Quilter Financial Planning Full time
If you are an experienced Financial Advisor seeking a more supported role then this could be the role 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, CDC Consulting are offering an excellent opportunity for a Financial Advisor to work on a Self-Employed basis. As a business we operate a strong network of advisors, this office and field-based role is open to financial advisers who are looking to develop and grow.

Requirements

Attractive remuneration terms Full paraplanning and admin support Market focused training provided Business and personal development An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income National 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 Goals Prepare sound financial plans to ensure clients meet their targets Advise clients on current financial issues and make recommendations Generate new business and build introducer relationships Customise financial plans according to clients’ changing needs Build strong relationships to retain existing clients Maintain and update knowledge of regulations, practices, and financial products
About You:
Proven experience as a financial planner Ability to analyse financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Diploma in Financial Services

Qualifications:
Diploma in Financial Advice Industry Sales experience Strong understanding of investment and pension business Excellent interpersonal skills goals. Ambition and Hunger
Benefits
Full Administration Service Full Paraplanning Support Development support to achieve Chartered status Clients provided based on development

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