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Financial Advisor

2 weeks ago

London, Greater London, United Kingdom Quilter Financial Planning Full time
Job Description

If you are an experienced Financial Advisor seeking a more supported 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 is offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business, we operate a strong network of advisors based across the UK. These office and field-based roles are open to financial advisers who are looking to develop and grow.

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 maximize 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
  • Customize 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 analyze 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
  • Ambition and hunger

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