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Manchester, United Kingdom Quilter Financial Planning Full timeJob 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...
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Financial Advisor
2 weeks ago
OverviewLooking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.Applicants must hold Level 4 Diploma in UK Financial Advice. If you are an experienced Financial Advisor seeking an employed role, 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 an Employed basis with one of our Strategic Partner firms.The Benefits:All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverageMany great opportunities for Advisers to really maximise their earning potentialThe Role:Your goal will be to ensure clients make wise and profitable decisions to meet their financial goalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients’ changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial productsAbout You:Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesQualifications:Diploma in Financial AdviceIndustry Sales experienceStrong understanding of investment and pension businessExcellent interpersonal skills goalsAmbition and HungerJob DetailsSeniority level: Not ApplicableEmployment type: Full-timeJob function: Consulting, Finance, and SalesIndustries: Financial Services and Banking #J-18808-Ljbffr
