Career Opportunities for Financial Advisors

3 weeks ago


London, Greater London, United Kingdom Quilter Financial Planning Full time
Career Overview

We are seeking ambitious individuals to embark on a rewarding career as self-employed financial advisers. This opportunity is perfect for those looking to transition into a new industry or return to work after a break.

The role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for advancement, and personal satisfaction through meaningful work.

Job Description

This 14-week programme is designed to facilitate a smooth transition into the fulfilling career of a self-employed financial advisor. The comprehensive training will provide support, confidence, and assurance.

You will have the opportunity to learn and develop essential skills such as generating new client opportunities, ensuring clients make informed decisions, preparing customized financial plans, and advising on current financial issues and making recommendations.

Required Skills and Qualifications

To be successful in this role, you will need to possess strong analytical skills, attention to detail, and math proficiency. You should also be trustworthy and able to manage finances responsibly.

Achieving these qualifications requires hard work, drive, and an excellent work ethic. Additionally, experience with MS Office and data management systems is necessary.

Benefits

The benefits of this programme include comprehensive 14-week training, first 7 weeks focus on business development and Quilter induction, and final 6 weeks consolidating knowledge and preparing for client engagement.

Financial support is provided for the first 13 months, and guaranteed client opportunities are available in the first year. Ongoing development and support are also offered after authorization.

Role Responsibilities

Your responsibilities will include generating new client opportunities, ensuring clients make informed decisions, preparing customized financial plans, advising on current financial issues and making recommendations, building strong relationships and retaining existing clients, and maintaining knowledge of regulations and financial products.

The estimated salary for this role is £35,000-£50,000 per annum, offering excellent financial rewards with opportunities for advancement.



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