Financial Advisor

4 weeks ago

London, United Kingdom Quilter Financial Planning Full time

*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***


If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you

This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career..


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:

  • 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

    2 weeks ago

    London, Greater London, 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 youThis 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

    2 weeks ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis 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

    Greater London, 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 weeks ago

    Greater London, 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 weeks ago

    Greater London, 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

    3 weeks ago

    London, Greater London, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial Advisor Locations: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor's across the UK. Offering wealth...

  • Financial Advisor

    4 weeks ago

    London, Greater London, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial AdvisorLocations: Nationwide RolesMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed and Self Employed roles available£55,000 - £150,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYThis is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial Advisor Locations: Nationwide Roles Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed and Self Employed roles available £55,000 - £150,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national Financial Planning and Wealth Management Business looking to grow...

  • Financial Advisor

    4 weeks ago

    London, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial AdvisorLocations: Nationwide RolesMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed and Self Employed roles available£55,000 - £150,000 | Un-Capped Earnings PotentialYOUR NEW COMPANYThis is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma...

  • Financial Advisor

    8 hours ago

    London, Greater London, United Kingdom Sahasraa Solutions Full time

    Our client is a fintech business looking to recruit home-based, employed Financial Advisors to join their exciting business, disrupting the UK financial planning market.As a business they are proud advocates of utilising their smart, proprietary technology; their B-Corp status and their mission to provide affordable financial planning to clients.The business...

  • Financial Advisor

    4 weeks ago

    London, United Kingdom Premier Jobs UK Limited Full time

    Are you an experienced Financial Advisor in Maidstone / Kent, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.Have you got what it takes to...

  • Financial Advisor

    3 weeks ago

    London, Greater London, United Kingdom Click and Connect Online Limited Full time

    Financial Advisor Our client a distinguished financial services firm is seeking a motivated Financial Advisor newly qualified seeking progression and development. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Advisor will primarily assist with client services supporting the...

  • Financial Advisor

    4 weeks ago

    London, Greater London, United Kingdom Premier Jobs Uk Limited Full time

    Are you an experienced Financial Advisor in Twickenham, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...

  • Financial Advisor

    4 weeks ago

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

    Are you an experienced Financial Advisor in Twickenham, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. Interested in this role You can find...

  • Financial Advisor

    4 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    We are currently seeking two Financial Advisers to employ with annual salaries starting at £50,000. If you are close to north London and would like to find out about this brilliant opportunity, contact me on 07904079377.

  • Financial Advisor

    4 weeks ago

    Twickenham, Greater London, United Kingdom Premier Jobs UK Limited Full time €50,000 - €75,000

    Are you an experienced Financial Advisor in Twickenham, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically is able to provide...

  • Trainee Financial Advisor

    3 weeks ago

    London, Greater London, United Kingdom deVere Acuma Full time

    Begin Your Career as a Financial Planning Trainee with deVere Group in Milan - deVere Italia LinkedInWho We AredeVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining...

  • Trainee Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom deVere Acuma Full time

    Begin Your Career as a Financial Planning Trainee with deVere Group in Milan - deVere Italia LinkedInWho We AredeVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to work alongside two senior Financial Advisors in our Milan office, gaining...

  • Independent Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom IDEX Consulting Ltd Full time

    Independent Financial AdvisorHullRemote workingHNW Clients to Inherit£55,000 - £65,000 Basic salary + benefits inc. Car allowanceIDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an...

  • Trainee Financial Advisor

    3 days ago

    London, Greater London, United Kingdom deVere Acuma Full time

    Get AI-powered advice on this job and more exclusive features.Head of Global Recruitment at deVere GroupBegin Your Career as a Financial Planning Trainee with deVere Group in MilanWho We AredeVere Group is a globally renowned, independent financial institution specialising in bespoke, advice-driven financial planning. We are offering a unique opportunity to...