Financial Advisor

2 months ago

Cardiff, United Kingdom Quilter Financial Advisers Full time
Job Description

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.


We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.


Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally


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



What are the benefits to becoming self-employed with QFA?

  • A seamless transition enabling fee income and client service to continue without disruption
  • Independent of day-to-day direct management controls
  • Manage your own diary
  • Build your business within our business
  • Utilise the power of the Quilter brand
  • Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand
  • Financial and contract rates reflective of personal business growth and achievement


Benefits:

  • Financial Support
  • Pre-qualified lead generation
  • Use of an industry leading Brand
  • Marketing support
  • Attractive remuneration terms
  • 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.

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