Financial Advisor

3 weeks ago


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

Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.

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

    1 week ago


    City of 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 you! Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an...

  • Financial Advisor

    2 weeks ago


    London, England, 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!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    4 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    Job Description 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...

  • Financial Advisor

    1 week ago


    City of 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 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...


  • London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...


  • London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Financial Advisor

    2 months ago


    London, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **London| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...

  • Financial Advisor

    2 weeks ago


    London, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **London | Home Counties** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their...

  • Financial Advisor

    2 months ago


    London, United Kingdom Financial Divisions (City) LLP Full time

    My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role...

  • Financial Advisor

    2 months ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...

  • Financial Advisor

    2 months ago


    London, United Kingdom Premier Jobs UK Full time

    This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...

  • Financial Advisor

    1 week ago


    London, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established,the business would have a long term aim for you to be writing £300k gross pa. This exciting position...

  • Financial Advisor

    2 weeks ago


    London, United Kingdom Fram Search Full time

    Hybrid working - Client book given - Established firm Fram are working with a boutique financial planning firm based in based in the city. Due to organic growth, our client is looking for a financial advisor to work alongside another planner and Investment manager to give holistic financial advice to their client. The role is employed, and although the role...


  • London, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **London| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

  • Financial Advisor

    2 months ago


    London, United Kingdom hi.value Full time

    **Financial Advisor** **Location: London** **Salary: £100,000 to £150,000 per annum** Join a global leader in financial services and consultancy as a Financial Advisor, where your expertise will contribute to the success of an international powerhouse. This is an exciting opportunity for an experienced professional to provide top-tier financial advice...

  • Financial Advisor

    1 week ago


    London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago


    London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Controller

    2 weeks ago


    London, United Kingdom Partner Financial Full time

    **Financial Controller** **Up to £75,000 + benefits** **Central London** **Construction** Partner Financial are working with a dynamic construction company with global operations and a turnover of £100M. Dedicated to sustainability, and meeting the needs of their clients, the brand provides a revolutionary approach to construction which has transformedthe...

  • Financial Controller

    2 weeks ago


    London, United Kingdom Partner Financial Full time

    **Financial Controller** **Up to £70,000 + benefits** **Central London** **Engineering** Partner Financial are working with a dynamic engineering consulting company with global operations and a turnover of £100M. The business has an established client portfolio providing ICT infrastructure engineering solutions with a significant track recordof growth due...

  • Financial Controller

    2 weeks ago


    London, United Kingdom Partner Financial Full time

    **Financial Controller** **Up to £80,000 + benefits** **Central London** **Construction** Partner Financial are working with a dynamic construction company with global operations and a turnover of £100M. Dedicated to sustainability, and meeting the needs of their clients, the brand provides a revolutionary approach to construction which has transformedthe...