Financial Advisor

1 month ago

Southampton, United Kingdom Quilter Financial Planning Full time

*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you
This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career..
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: 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

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