Employed Financial Advisor - Leads, Paraplanning & Growth

Quilter Financial Planning; Warrington; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Lead generation

Paraplanning support

Training program

Career development

National coverage

Job summary

Quilter Financial Planning in the United Kingdom is seeking an experienced Financial Advisor for an employed role within a Strategic Partner firm. The role focuses on helping clients meet financial goals, preparing sound plans, and providing sound advice backed by regulatory knowledge.

Full paraplanning and administrative support are provided. Leads are generated through a robust process, and there is substantial training and development, with wide national coverage to grow earnings and client

Qualifications

• Must hold Level 4 Diploma in UK Financial Advice.
• Proven experience as a financial planner.
• Proficiency in MS Office and CRM systems.
• Strong ethics with a customer-oriented attitude.
• Outstanding communication skills and ability to foster long-term relationships.
• Attention to detail and strong math skills.
• Industry sales experience.

Responsibilities

• 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.

Skills

Communication skills

Attention to detail

Mathematical ability

Relationship building

Customer-oriented

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Diploma in Financial Advice

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning in the United Kingdom is seeking an experienced Financial Advisor for an employed role within a Strategic Partner firm. The role focuses on helping clients meet financial goals, preparing sound plans, and providing sound advice backed by regulatory knowledge.

Full paraplanning and administrative support are provided. Leads are generated through a robust process, and there is substantial training and development, with wide national coverage to grow earnings and client