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Financial advisor - studentjob.co.uk

Manchester
Jobster
Financial advisor
Posted: 18 July
Offer description

Jobster Manchester, England, United Kingdom

Jobster Manchester, England, United Kingdom

1 day ago Be among the first 25 applicants

** Applicants must hold Level 4 Diploma in UK Financial Advice **

If you are an experienced Financial Advisor seeking an employed 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 are offering 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
* 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:


* 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 goals.
* Ambition and Hunger


#Jobster


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Part-time


Job function

* Job function

Finance and Sales
* Industries

Software Development

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