Financial Advisor

4 weeks ago


Cardiff, United Kingdom Quilter Financial Advisers Full time

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally

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

What are the benefits to becoming self-employed with QFA?

  • A seamless transition enabling fee income and client service to continue without disruption
  • Independent of day-to-day direct management controls
  • Manage your own diary
  • Build your business within our business
  • Utilise the power of the Quilter brand
  • Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand
  • Financial and contract rates reflective of personal business growth and achievement

Benefits:

  • Financial Support
  • Pre-qualified lead generation
  • Use of an industry leading Brand
  • Marketing support
  • Attractive remuneration terms
  • 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.

  • Financial Advisor

    4 weeks ago


    Cardiff, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

  • Protection Advisor

    4 weeks ago


    Cardiff, United Kingdom 123 Recruitment and Training Full time

    **Protection Advisor - Cardiff** (Life Insurance Advisor / Protection Advisor) **Salary**: £25,000 - £28,000 -OTE £65,000 **123 Recruitment and Training **are working with an elite financial organisation who are seeking Life Insurance Advisor to join their expanding team which offers its employees fantastic opportunities to grow as well as an...

  • Collections Advisor

    3 days ago


    Cardiff, United Kingdom Fintech People Ltd Full time

    A well established and very successful financial services company is seeking Collections Advisors to join their high performing customer operations team. You will be given full support and ongoing training to carry out your role to a very high standard to ensure the optimisation of recovery strategies and supporting customers in financial difficulty. This is...

  • Legal Advisor

    4 weeks ago


    Cardiff, United Kingdom Arc Legal Group Full time

    Arc Legal Group, an AmTrust International business, is a specialist provider of legal expenses insurance and related services. We work with insurers, intermediaries, financial institutions, and affinity groups, focusing upon delivering bespoke solutions providing 'best in market' legal advice and case handling. Are you a passionate law graduate with a...

  • Collections Advisor

    7 days ago


    Cardiff, United Kingdom V12 Retail Finance Full time

    **2x 12 Month Secondment Opportunities** Our Collections Advisors work closely with customers who are in early arrears to help bring their accounts back into good health, agreeing repayments that are affordable and sustainable. They do this by taking the time to understand the customer’s individual situation, showing empathy and respect, and providing...


  • Cardiff, United Kingdom St David Recruitment Services Ltd Full time

    **Loans Officer/Member Service Advisor** **Cardiff location primarily but may be required to travel to our Barry branch as required, this could be for one day coverage or for an extended period of time.** **Salary - £21,800** **Full time or Part Time opportunity** **Permanent** **PEM906** Our client is looking for a Loans Officer/Member Service...

  • Sales Advisor

    4 weeks ago


    Cardiff, United Kingdom Bellway Full time

    At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive working environment for all colleagues. This means we are positive about making adjustments as well as providing flexible working and we would be happy to talk...

  • Holiday Advisor

    4 weeks ago


    Llanrumney, Cardiff, United Kingdom Bellway Homes Full time

    Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference...


  • Cardiff, United Kingdom Wessex Garages Full time

    Reference Number - 0123445567567 - Location Hadfield Road, Cardiff- Salary Meets National Minimum Wage**Trainee Service Advisor Vacancy**: About the role Our Service Advisors are responsible for delivering and sustaining a fantastic experience for all our service and vehicle repair customers. We’re looking for an articulate, warm communicator who can...

  • Helpline Advisor

    7 days ago


    Cardiff, United Kingdom Victim Support Full time

    We have an exciting opportunity for a Helpline Advisor (known locally as an inbound agent) to join the growing National Contact Centre team in Cardiff, working 37.5 hours a week. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work...


  • Cardiff, United Kingdom Cardiff and Vale Credit Union Full time

    **Role Profile** **Job Title**:Member Service Advisor **Working Hours: 30 - 37** **Location**:Cardiff Branch with requirement to work in Barry as required **Job Purpose**: To be responsible for providing effective and member focused administration services. This includes: - A commitment to improving the financial wellbeing of our members. -...

  • Sales Advisor

    4 weeks ago


    Llanrumney, Cardiff, United Kingdom Bellway Homes Full time

    Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference...

  • HR Advisor in Cardiff

    1 month ago


    Cardiff, Cardiff, United Kingdom Cardiff University Full time

    The College of Biomedical and Life Sciences are looking to appoint a HR Advisor to work as part of a team to deliver and contribute to the provision of a customer-focused, professional Human Resources service. As an HR Advisor you will provide day-to-day generalist advice and support across the full employee life cycle to employees and managers within the...

  • Retail Travel Advisor

    4 weeks ago


    Cardiff, United Kingdom TUI Group Full time

    Cardiff, United Kingdom- - 126844- - Onsite- - Fixed term- - Full Time- - 37.5Salary £23,550 - Joining the TUI Retail Team as a Travel Advisor at our **Cardiff Queen Street shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of...


  • Cardiff, United Kingdom SSE Full time

    **About the Role** **Base Location**: Cardiff or Reading - this is a hybrid role working a minimum of two days a week from the office at the advertised location **Salary**: £26,609 - £30,472 + a range of other benefits to support your family, finances and wellbeing. **Working Pattern**: Permanent | Full Time | Flexible First options available **What is...

  • Retail Travel Advisor

    4 weeks ago


    Cardiff, United Kingdom TUI Group Full time

    Cardiff, United Kingdom- - 126845- - Onsite- - Fixed term- - Part Time- - 16Salary £10,048 - Joining the TUI Retail Team as a Travel Advisor at our **Cardiff shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of our business by...


  • Cardiff, United Kingdom SSE Full time

    **About the Role** **Base Location**: Reading, Cardiff or Perth **Salary**: £35,142 - £40,246 + a range of other benefits to support your family, finances and wellbeing. **Working Pattern**: 12 month Fixed Term Contract or Secondment | Full Time | Flexible First options available - this is a hybrid role working two days a week in the office. **What is...


  • Cardiff, United Kingdom L'Oreal Full time

    **LANCÔME BEAUTY ADVISOR Boots Cardiff (37.5 hours per week)** When you love your work and the people you work with, amazing things happen Freedom to go beyond, that’s the beauty of L’Oréal Luxe. Are you passionate about all things beauty? Do you love making people feel amazing? Then we would love to connect with you! **Your Mission.** Bonjour!...

  • Retail Travel Advisor

    2 weeks ago


    Cardiff, United Kingdom TUI Cruises GmbH Full time

    Salary £23,550 (FTE) Joining the TUI Retail Team as a Travel Advisor at our Cardiff Superstore , we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of our business by creating unforgettable holiday experiences that make us the...

  • Helpline Advisor

    13 hours ago


    Cardiff, United Kingdom Victim Support Full time

    We have an exciting opportunity for a Helpline Advisor to join the growing National Contact Centre team in Cardiff, working 37.5 hours a week over a 24/7 rota. Do you want to make a difference every day? Do you want to contribute to change & improvement for those who need it? Do you have resilience & adaptability? Can you work effectively with a focus on...