Financial Advisor

1 day ago


Greater London, United Kingdom Quilter Financial Planning Full time

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Quilter Financial Planning.Looking to connect with financial advisers across the UK to discuss existing opportunities within Quilter.APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICEIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis 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 excellent opportunities for Financial Advisors. 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.Seniority level:Not ApplicableEmployment type:Full-timeJob function:Consulting, Finance, and Sales #J-18808-Ljbffr



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