Financial Advisor

1 week ago

Glasgow, United Kingdom Quilter Financial Planning Full time

Job Overview 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 banking background and are 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 offers an excellent opportunity to work on both an Employed and Self-Employed basis. We operate a strong network of advisers across the UK, with office and field based roles open to those looking to develop and grow. 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 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 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 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 Applicable Employment Type Full‑time Job Function Consulting, Finance, and Sales Industries Accounting, Financial Services, and Banking Referrals increase your chances of interviewing at Quilter Financial Planning by 2x #J-18808-Ljbffr

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