Employed Financial Advisor

3 weeks ago

Ilkeston, United Kingdom Quilter Financial Planning Full time
Job Description

If you are a Financial Advisor seeking a more supported role, then this could be the opportunity for you


This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background, if your frustrated with finding new clients and having to manage all admin tasks that come with being a Financial Adviser.


As a leading financial services business at Quilter, Renshaw Wealth who are part of the Lifetime Group, are offering an excellent opportunity for a Financial Advisor to work on an Employed basis. Their exciting business model is offering an opportunity for a financial adviser to inherit and develop an exciting client bank, to be part of a growing firm and to work alongside like-minded individuals. With dedicated office space in Derbyshire, Renshaw have built a fantastic client focused reputation and have plans to continue their growth strategy.


The Renshaw Wealth philosophy – “Our philosophy is simple – to become the most trusted provider of financial advice throughout your lifetime by placing your financial wellbeing at the heart of everything we do.


As part of the Quilter Financial Planning network, we are able to search the whole of market, often finding deals that aren’t accessible on the high street, making us ideally placed to help you meet your mortgage goals.


But we don’t stop there, our insurance and investment advisers help protect your wealth for the years and even generations to come.”


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.
  • Strong ethics, with a customer-oriented attitude.
  • Outstanding communication skills, with the ability to foster long-term relationships.
  • Diploma in Financial Advice.


Qualifications:


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


The Benefits:


  • Clients available, with 70 households ringfenced to inherit.
  • Attractive remuneration terms through an employed contract + bonus.
  • 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.

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