Holistic Advice Consultant
7 days ago
Job Opportunity:
">We are seeking a skilled and experienced Financial Adviser to join our team at Quilter Financial Planning. As a Holistic Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their financial futures.
About the Role:
">- You will work closely with clients to understand their financial goals and objectives, developing tailored plans to help them achieve success.
- You will have the ability to analyse complex financial information and provide clear recommendations to clients.
- With a strong understanding of investment and pension products, you will be able to advise clients on the best options for their financial situations.
- You will be responsible for generating new business and building introducer relationships, as well as customising financial plans according to clients' changing needs.
- Maintaining and updating your knowledge of regulations, practices, and financial products will be essential in this role.
Requirements:
">- A Diploma in Financial Services is required, with experience in industry sales and a strong understanding of investment and pension business.
- You should have excellent interpersonal skills, with the ability to foster long-term relationships with clients.
- Ambition and hunger are essential qualities for this role, as you will be expected to consistently meet targets and exceed expectations.
Salary and Benefits:
">- The salary range for this role is £50,000 - £70,000 per annum, depending on experience.
- We offer a comprehensive benefits package, including all leads professionally introduced through a robust lead generation process.
- Full paraplanning and admin support is provided, allowing you to focus on client-facing activities.
- Market-focused training is offered, ensuring you stay up-to-date with the latest industry developments.
- Business and personal development opportunities are available, enabling you to grow both professionally and personally.
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