Overview
Quilter Financial Planning is offering an opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. This role is suitable for experienced Financial Advisers who are looking for more support with client acquisition and administrative tasks.
The position supports a network of advisers across the UK, with office and field-based roles available.
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 advisers delivering a first-class service to clients and therefore enhancing income
* National coverage
* Opportunities to maximise earning potential
The Role
* Help clients make wise and profitable financial decisions to meet their goals
* Prepare sound financial plans to support clients in meeting 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 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
* Banking
Location: Harrogate, England, United Kingdom
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