Social network you want to login/join with:
col-narrow-left
Client:
Location:
Bolton, Greater Manchester, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
col-wide
Job Description:
Applicants must hold a 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 position is ideal for experienced Financial Advisers, whether from an independent or banking background, who are frustrated with finding new clients and managing administrative tasks.
As a leading financial services business, Quilter Financial Planning offers 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 process
* Attractive remuneration terms
* Full paraplanning and admin support
* Market-focused training provided
* Business and personal development opportunities
* An infrastructure to support Advisers in delivering first-class service and increasing income
* National coverage
* Opportunities to maximize earning potential
The Role:
* Help clients make wise and profitable financial decisions
* Prepare financial plans to meet clients' targets
* Advise on current financial issues and make recommendations
* Generate new business and build relationships with introducers
* Customize financial plans based on clients’ changing needs
* Build and maintain strong client relationships
* Stay updated on 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 and customer-oriented attitude
* Excellent communication skills for building long-term relationships
* Diploma in Financial Services
Qualifications:
* Diploma in Financial Advice
* Industry sales experience
* Strong understanding of investment and pension business
#J-18808-Ljbffr