Personal Finance Advisor

7 days ago


Derby, Derby, United Kingdom Quilter Financial Advisers Full time
Job Title: Personal Finance Advisor

We are seeking a skilled and experienced personal finance advisor to join our team at Quilter Financial Advisers, providing face-to-face service to individuals across the country.

Our ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail, analysing complex financial information and complying with regulations.

The Job Requirements:
  • Develop and implement tailored financial plans to meet clients' goals and objectives, analysing complex financial information and complying with regulations.
  • Provide expert advice on current financial issues and make recommendations to clients, staying up-to-date with regulatory requirements, industry developments, and financial products.
  • Maintain strong relationships to retain existing clients and drive business growth, working under pressure and adapting to changing client needs.

The ideal candidate will have a Diploma in Financial Services or equivalent qualification, with attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement.

About the Benefits:
  • Competitive salary (£60,000 - £80,000 per annum) + uncapped commission, reflecting personal business growth and achievement.
  • Opportunity to work independently, with flexibility to manage own diary and business development, using the Quilter brand and accessing pre-qualified lead generation and marketing support.
  • Paraplanning and admin support, market-focused training, and business and personal development opportunities, national coverage and access to a large network of advisers.

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