Financial Adviser

8 hours ago


Ossett, United Kingdom Quilter Financial Planning Full time

One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team.Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines.Requirements:Employed experienced adviser to manage and grow an existing book of clients.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.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 relationshipsAbout 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 ServicesBenefits:Salary + bonusAccess to existing book of clients.Great team culture.


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