Financial Advisor
3 weeks ago
** Applicants must hold Level 4 Diploma in UK Financial Advice ** Make sure to apply with all the requested information, as laid out in the job overview below. 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.
- 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
- 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
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills goals.
- Ambition and Hunger
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
15 hours ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
5 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK Financial Advice **Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.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...
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Financial Advisor
4 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Description** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
3 weeks ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK Financial Advice **Make sure to apply with all the requested information, as laid out in the job overview below.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,...
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Financial Advisor
1 month ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
1 week ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
1 month ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
1 month ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
1 month ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
3 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
1 day ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
3 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...
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Financial Advisor
2 months ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf 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...
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Financial Advisor
4 days ago
Manchester, United Kingdom Quilter Financial Planning Full time** Applicants must hold Level 4 Diploma in UK 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...