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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 ADVICE
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 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 Applicable
Employment type:
Full-time
Job function:
Consulting, Finance, and Sales
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