Current jobs related to Financial Advisor - manchester - Quilter Financial Planning

  • Financial Advisor

    3 days ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 days ago


    Manchester, United Kingdom Quilter Financial Planning Full time

    Job DescriptionApplicants must hold Level 4 Diploma in UK Financial AdviceIf you are an experienced Financial Advisor seeking an employed role, then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background, who is frustrated in finding...

  • Financial Advisor

    7 days ago


    Bury, Greater Manchester, United Kingdom Quilter Financial Planning Full time

    ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** We are currently looking to recruit a Financial Adviser to join one of our Partner Firms who are based in Bury, Lancashire to provide fully holistic financial advice to their clients. Skills Understanding complex information - Analysing financial data Team building - Collaboration ...

  • Financial Advisor

    7 days ago


    Bury, Greater Manchester, United Kingdom Quilter Financial Planning Full time

    ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** We are currently looking to recruit a Financial Adviser to join one of our Partner Firms who are based in Bury, Lancashire to provide fully holistic financial advice to their clients. Skills Understanding complex information - Analysing financial data Team building - Collaboration ...

  • Financial Advisor

    3 hours ago


    Manchester, United Kingdom Pinstripe Personnel Full time

    Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fullyremoteposition. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in...

  • Mortgage Advisor

    2 days ago


    Manchester, United Kingdom Taylormade Finance Ltd Full time

    Are you aCeMAP-qualified Mortgage Advisorwith a knack for telephone sales? Join a thriving, office-based team in Urmston where all appointments are pre-arranged, enabling you to focus on providing top-notch advice.Mortgage Advisor Urmston, Manchester, M41 9BU – Office based Full time, permanent £30,000 basic with OTE £60,000 + CeMAP qualification...


  • Manchester, United Kingdom Optimise Talent Ltd Full time

    Customer Service Advisor - £25,000 basic, with monthly bonuses of circa £300-£400Manchester City CentreMonday - Thursday 9am- 5:30pm Friday 10am-4pm - No weekends and an early finish on a Friday!Excellent benefits package - apply to find out more!Customer Service Advisor:We are proud to be working with a class leading business in Manchester that is not...


  • Manchester, United Kingdom Optimise Talent Ltd Full time

    Customer Service Advisor - £24,700 basic salary + Monthly bonus earning potential - Total package circa £29k - £30k Manchester City Centre Monday - Thursday 9am- 5:30pm Friday 10am-4pm - No weekends and a late start and early finish on a Friday! Excellent benefits package - apply to find out more! We are proud to be working with a class leading...


  • Manchester, United Kingdom Redtusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester.You will be tasked with building out their B2B partnerships division and will eventually...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will eventually...


  • Manchester, United Kingdom Tall Grass Recruitment Full time

    Mortgage and Protection Advisor - Manchester City Centre (Office Based) - £31,200 - Plus Bonus This is an exciting opportunity for an enthusiastic and dedicated individual to join a growing Mortgage and Protection advice team. With one of the largest Brokers in the U.K. With superb company perks and progression routes this could be the chance to take the...

  • Customer Service

    3 days ago


    Manchester, United Kingdom Optimise Talent Ltd Full time

    Customer Service & Sales Advisor - £24,700 basic + Circa £4k bonus - Total package circa £29k Manchester City Centre Monday - Thursday 9am- 5:30pm Friday 10am-4pm - No weekends and who doesn't like an early finish on a Friday! Excellent benefits package - apply to find out more! We are proud to be working with a class leading business in Manchester...

  • Financial Advisor

    7 days ago


    Stockport, Greater Manchester, United Kingdom Ferguson Dean Full time

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...

  • Financial Advisor

    7 days ago


    Stockport, Greater Manchester, United Kingdom Ferguson Dean Full time

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will...


  • Manchester, United Kingdom RedTusk Talent Full time

    Business Development Manager – Manchester – Leading Investment Management Firm We are currently recruiting for an exciting opportunity for a highly motivated sales professional to join a leading financial planning and investment management firm based in Manchester. You will be tasked with building out their B2B partnerships division and will...


  • Manchester, United Kingdom Tall Grass Recruitment Full time

    Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission rates.We fully...

Financial Advisor

1 week ago


manchester, United Kingdom Quilter Financial Planning Full time
Job Description

** Applicants must hold Level 4 Diploma in UK Financial Advice **


If you are an experienced Financial Advisor seeking an employed role then this could be the opportunity for you


This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.


As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on an Employed basis with one of our Strategic Partner firms.


The Benefits:

  • All leads are professionally introduced through a robust lead generation process
  • Attractive remuneration terms
  • Full 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.


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



Qualifications:


  • Diploma in Financial Advice
  • Industry Sales experience
  • Strong understanding of investment and pension business
  • Excellent interpersonal skills goals.
  • Ambition and Hunger