Current jobs related to Financial Advisor - Eastern England - Quilter Financial Planning

  • Financial Advisor

    1 month ago

    Eastern England, 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 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

    England, 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 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

    England, 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 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

    England, 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 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

    2 weeks ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.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

    3 weeks ago

    England, 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 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

    England,, UK, 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 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

    England, 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 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

    5 months ago

    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!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...

  • Self-Employed Financial Advisor

    3 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is a leading financial services company, providing expert advice to individuals and businesses across the UK. We are seeking a highly skilled and motivated Mortgage and Protection Specialist to join our team on a self-employed basis.Your key responsibilities will include:• Providing high-quality mortgage and protection advice to...

  • Senior Mortgage Advisor

    2 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    About Quilter Financial PlanningWe are a leading financial services company that provides a range of services including mortgage planning, protection advice, and insurance to numerous clients. Our company takes great pride in our brand, with a commitment to honesty and professionalism in the services we provide to customers.Job SummaryWe are seeking a highly...

  • Senior Mortgage Advisor

    3 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    About Quilter Financial PlanningWe are a leading financial services company that provides a range of services including mortgage planning, protection advice, and insurance to numerous clients. Our company takes great pride in our brand, with a commitment to honesty and professionalism in the services we provide to customers.Job SummaryWe are seeking a highly...

  • Senior Mortgage Advisor

    1 month ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    One of our highly successful and leading businesses, AXE Capital FS Ltd are currently seeking Self-Employed Experienced Mortgage & Protection Adviser / Sales Manager to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with...

  • Financial Advisor

    1 month ago

    Eastern England, United Kingdom St. James’s Place Full time

    Are you ready for change?Have you considered building your own Business?Are you ready to embark on a rewarding career that gives you greater control of your working life?The St. James’s Place Financial Adviser Academy can help you.Locations:Across the UKAbout the jobA new challenge. A new culture. A new perspective. If you’re looking for a role that...

  • Financial Advisor

    4 months ago

    Eastern England, United Kingdom St. James’s Place Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion...

  • Experienced Mortgage

    2 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    **About Quilter Financial Planning**We are a leading financial services company that provides a range of services including mortgage planning, protection advice, and insurance to numerous clients. Our company takes great pride in our brand, with an honest and professional approach to the services we provide to customers.**Key Responsibilities:**• Meet...

  • Experienced Mortgage

    3 weeks ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    **About Quilter Financial Planning**We are a leading financial services company that provides a range of services including mortgage planning, protection advice, and insurance to numerous clients. Our company takes great pride in our brand, with an honest and professional approach to the services we provide to customers.**Key Responsibilities:**• Meet...

  • Mortgage Advisor

    12 hours ago

    South East England, United Kingdom Capricorn Financial Consultancy Full time

    Unlock Your Potential as a Mortgage AdvisorAt Capricorn Financial Consultancy, we're on the hunt for talented individuals to join our team as Mortgage Advisors. As a key player in our organization, you'll have the opportunity to work with a wide range of clients, including high net worth and ultra-high net worth individuals, to help them secure mortgage...

  • Mortgage Advisor

    9 hours ago

    South East England, United Kingdom Capricorn Financial Consultancy Full time

    Unlock Your Potential as a Mortgage AdvisorAt Capricorn Financial Consultancy, we're on the hunt for talented individuals to join our team as Mortgage Advisors. As a key player in our organization, you'll have the opportunity to work with a wide range of clients, including high net worth and ultra-high net worth individuals, to help them secure mortgage...

  • Mortgage Advisor

    12 hours ago

    South East England, United Kingdom Capricorn Financial Consultancy Full time

    Unlock Your Potential as a Mortgage AdvisorAt Capricorn Financial Consultancy, we're on the hunt for talented individuals to join our team as Mortgage Advisors. As a key player in our organization, you'll have the opportunity to work with a wide range of clients, including high-net-worth and ultra-high-net-worth individuals, to help them secure mortgage...

Financial Advisor

3 months ago

Eastern England, 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 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