Personal Finance Advisor

2 weeks ago


Lymington, Hampshire, United Kingdom Quilter Financial Planning Full time
Key Responsibilities
  • Meet performance targets and achieve sales goals
  • Prospect and organise meetings with potential clients
  • Fact-find to establish client current finances and future aspirations
  • Provide high-quality professional mortgage advice and explain different types of mortgages available
  • Explain required insurance and protection products so that clients can make informed choices
  • Communicate effectively at all levels and ensure all regulatory documentation is completed within the required timescale

We offer a basic salary of up to £30,000 depending on experience, with an OTE of £50-60,000+ uncapped. Additionally, we offer generous commission splits, administration support, flexible working arrangements, and opportunities for development and growth.


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