Financial Advisor

2 months ago


England, 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


  • Financial Advisor

    9 months ago


    England, United Kingdom Quilter Financial Planning Full time

    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...

  • Financial Advisor

    2 months ago


    England,, UK, 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...

  • Financial Advisor

    3 weeks ago


    South East England, United Kingdom Campbell & Fletcher Full time

    Financial Advisor South East Salary - 45 -55k DOE + Bonus Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Financial Advisor's. You will be responsible for providing holistic, independent financial advice solutions to your clients and giving them an exceptional customer service...

  • Financial Advisor

    3 weeks ago


    South East England, United Kingdom Cavendish Maine Recruitment Full time

    My client are a well established wealth management firm operating for over 40 years. Their team of highly qualified advisors offer a comprehensive financial planning service, including tailored advice and award-winning investment portfolios. They are lookingto recruit an experienced Advisor to join their team looking after clients in the South East. **The...

  • Hnw Financial Advisor

    2 weeks ago


    North West England, United Kingdom Premier Jobs UK Limited Full time

    This HNW Financial Advisor job in the North West provides an attractive basic salary of up to £80,000 and a HNW client bank. You will be provided with a HNW client bank to provide high quality wealth management on pensions, investments, tax planning, savings and protection. You should aim to grow the assets under management through bringing across...

  • Financial Advisor

    10 hours ago


    England, United Kingdom Churchill Executive Full time

    Job Title: Financial AdviserLocation: Multiple Openings Across the UKDepartment: FinancePosition Type: Full-time | Hybrid | On-siteAbout Us:We are a leading recruitment consultancy specialising in sourcing top talent for a diverse range of businesses across the United Kingdom. Our mission is to provide exceptional staffing solutions by connecting skilled...

  • Financial Advisor

    7 hours ago


    England, United Kingdom Churchill Executive Full time

    Job Title: Financial AdviserLocation: Multiple Openings Across the UKDepartment: FinancePosition Type: Full-time | Hybrid | On-siteAbout Us:We are a leading recruitment consultancy specialising in sourcing top talent for a diverse range of businesses across the United Kingdom. Our mission is to provide exceptional staffing solutions by connecting skilled...

  • Financial Adviser

    3 weeks ago


    South East England, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **Location: South East** **Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor** **Salary £40,000-£55,000 OTE £80,000 | Un-Capped Earnings Potential** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are an award-winning national IFA...

  • Financial Advisor

    8 months ago


    England,, UK, United Kingdom St. James’s Place Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion...


  • England, United Kingdom Page Executive Full time

    Make an impact in a commercially critical finance leadership role. Blenheim Palace's vision is to be the lifeblood of the local economy, to enhance the lives of the people of Oxfordshire, to share this magnificent Palace and to conserve and protect it for future generations. This organisation has three main parts although is probably best known for its...


  • England, United Kingdom Page Executive Full time

    Make an impact in a commercially critical finance leadership role. Blenheim Palace's vision is to be the lifeblood of the local economy, to enhance the lives of the people of Oxfordshire, to share this magnificent Palace and to conserve and protect it for future generations. This organisation has three main parts although is probably best known for its...


  • England, United Kingdom Page Executive Full time

    Make an impact in a commercially critical finance leadership role. Blenheim Palace's vision is to be the lifeblood of the local economy, to enhance the lives of the people of Oxfordshire, to share this magnificent Palace and to conserve and protect it for future generations. This organisation has three main parts although is probably best known for its...

  • Financial Advisor

    8 months ago


    Eastern England, United Kingdom St. James’s Place Full time

    Are you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion...


  • South East England, United Kingdom HIA Legal H International Consultant Full time

    Due to extensive and ongoing growth, a number of key opportunities have arisen for Financial Advisors/ Wealth Planners to join one of the UK’s leading Wealth Management groups looking to expand their team. The business provides independent financial adviceto high-net-worth clients, delivering exceptional client outcomes. My client has a number of these...


  • South East England, United Kingdom LVB Financial Services Limited TA The Mortgage Giant Full time £24,000

    About the Job: We are seeking an experienced Mortgage Adviser to join our team at LVB Financial Services Limited T/A The Mortgage Giant. The successful candidate will be responsible for providing expert mortgage advice to clients and developing a network of professional contacts.The role involves meeting sales targets and exceeding expectations, which...

  • Financial Advisor

    8 hours ago


    England, United Kingdom Churchill Executive Full time

    Financial Adviser Location: Department: Finance Position Type: Full-time | Hybrid | On-site We are a leading recruitment consultancy specialising in sourcing top talent for a diverse range of businesses across the United Kingdom. We offer bespoke recruitment services tailored to roles in tax, accounting, law, business advisory, and beyond, helping...


  • England, United Kingdom Eden Scott Full time

    Reference: 171300 Senior Technical Advisor – Energy Storage – Remote / Glasgow Salary: £45,000 to £55,000 Eden Scott are pleased to be supporting their Consultancy client with the appointment of a Senior Technical Advisor to join their Advisory business. This represents an excellent opportunity for an engineer with grid scale energy storage...


  • England, United Kingdom Eden Scott Full time

    Reference: 171300Senior Technical Advisor – Energy Storage – Remote / Glasgow Salary: £45,000 to £55,000Eden Scott are pleased to be supporting their Consultancy client with the appointment of a Senior Technical Advisor to join their Advisory business. This represents an excellent opportunity for an engineer with grid scale energy storage experience to...


  • England, United Kingdom Eden Scott Full time

    Reference: 171300Senior Technical Advisor – Energy Storage – Remote / Glasgow Salary: £45,000 to £55,000Eden Scott are pleased to be supporting their Consultancy client with the appointment of a Senior Technical Advisor to join their Advisory business. This represents an excellent opportunity for an engineer with grid scale energy storage experience to...


  • England, United Kingdom Eden Scott Full time €45,000 - €55,000

    Reference: 171300 Senior Technical Advisor – Energy Storage – Remote / Glasgow Salary: £45,000 to £55,000 Eden Scott are pleased to be supporting their Consultancy client with the appointment of a Senior Technical Advisor to join their Advisory business. This represents an excellent opportunity for an engineer with grid scale energy storage...