Financial Advisor

3 weeks ago

City Of Southampton, United Kingdom Quilter Financial Planning Full time

** Any applicant 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 process
  • 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

  • Financial Advisor

    4 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant 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...

  • Financial Advisor

    4 weeks ago

    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant 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...

  • Financial Advisor

    4 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** 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...

  • Financial Advisor

    4 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** 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...

  • Financial Advisor

    3 weeks ago

    City Of Portsmouth, United Kingdom Quilter Financial Planning Full time

    **Any applicant must have Level 4 Diploma in Financial Planning** 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...

  • Financial Advisor

    4 days ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** Submit your CV and any additional required information after you have read this description by clicking on the application button. 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...

  • Financial Advisor

    2 weeks ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    Job Description** Any applicant 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...

  • Financial Advisor

    2 days ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **Submit your CV and any additional required information after you have read this description by clicking on the application button.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...

  • Financial Advisor

    4 days ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    Job Description ** Any applicant 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...

  • Financial Advisor

    4 weeks ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant 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...

  • Financial Advisor

    1 month ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    4 days ago

    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** Apply below after reading through all the details and supporting information regarding this job opportunity. 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...

  • Financial Advisor

    1 month ago

    City of London, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job will provide you with existing clients for servicing. As a Financial Advisor, you will be provided with £25m FuM comprising of circa 150 - 200 clients. They will be passed over to you on a phased transition, to ensure a smooth handover is achieved. You will focus on developing dynamic financial strategies,that match the...

  • Financial Advisor

    4 weeks ago

    City of London, United Kingdom Templewood Recruitment Full time

    Job Title: Financial Advisor - Permanent (Full-Time)Salary: £50-55k per annum + commission structure + hybrid working modelThis is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial...

  • Trainee Financial Advisor

    4 weeks ago

    City of London, United Kingdom Heat Recruitment Full time

    **Salary (Basic) £24,000 / OTE £35,000+** We are looking for a Trainee Financial Advisor to join a well-established firm of Financial Planners based in the heart of the City close to Moorgate! You will demonstrate high levels of proactivity and a willingness to pick up the phone to generate New Business. In return, my Client is willing to provide study...

  • Quality Assurance Advisor

    1 week ago

    City Of Bristol, United Kingdom JJ SEARCH LIMITED Full time

    The Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level...

  • Quality Assurance Advisor

    7 days ago

    City Of Bristol, United Kingdom JJ SEARCH LIMITED Full time

    The Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...

  • Quality Assurance Advisor

    7 days ago

    City Of Bristol, United Kingdom JJ SEARCH LIMITED Full time

    The Client A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality level...

  • Quality Assurance Advisor

    2 days ago

    City of Bristol, United Kingdom JJ SEARCH LIMITED Full time

    The Client Ensure you read the information regarding this opportunity thoroughly before making an application.A well-established boutique Wealth Management firm.The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristoloffice. The Training & Competence Advisor will...

  • HR Advisor

    1 month ago

    City of London, United Kingdom Robert Half Full time

    Robert Half are exclusively partnering with a leading financial services business, based in Moorgate to hire their first HR Advisor. This role will be working in a small HR team, reporting into the Head of HR and focusing on the full employee life-cyclefrom on-boarding to exit interviews. This is a great opportunity for someone that wants to build upon some...