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Financial Advisor

2 months ago

Llandudno, United Kingdom Quilter Financial Advisers Full time
Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally

The Role:nYour goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsnPrepare sound financial plans to ensure clients meet their targetsnAdvise clients on current financial issues and make recommendationsnGenerate new business and build introducer relationshipsnCustomise financial plans according to clients’ changing needsnBuild strong relationships to retain existing clientsnMaintain and update knowledge of regulations, practices, and financial products

About You:nProven experience as a financial plannernAbility to analyse financial information and comply with regulationsnProficiency in MS Office and CRM systemsnAttention to detail and strong math skillsnStrong ethics, with a customer-oriented attitudenOutstanding communication skills, with the ability to foster long-term relationshipsnDiploma in Financial Services

What are the benefits to becoming self-employed with QFA?nA seamless transition enabling fee income and client service to continue without disruptionnIndependent of day-to-day direct management controlsnManage your own diarynBuild your business within our businessnUtilise the power of the Quilter brandnSet your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brandnFinancial and contract rates reflective of personal business growth and achievement

Benefits:nFinancial SupportnPre-qualified lead generationnUse of an industry leading BrandnMarketing supportnAttractive remuneration termsnparaplanning and admin supportnMarket focused training providednBusiness and personal developmentnAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomenNational coverage.nMany great opportunities for Advisers to really maximise their earning potential.

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