Employed Financial Advisor — Leads & Paraplanning Support

Quilter Financial Planning; Manchester; On-site; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

National coverage

Robust lead generation process

Job summary

An established industry player is seeking an experienced Financial Advisor to join their team on an employed basis. This role offers a fantastic opportunity for professionals from both independent and banking backgrounds, providing robust lead generation and full administrative support. The successful candidate will focus on preparing financial plans, advising clients, and building strong relationships to enhance client retention. With national coverage and a commitment to personal development, this role is perfect for those looking to maximize their earning potential while delivering exceptional service in the financial services sector.

Qualifications

• Proven experience as a financial planner with a strong understanding of investment and pension business.
• Ability to analyze financial information and comply with regulations.

Responsibilities

• Ensure clients make wise financial decisions and prepare sound financial plans.
• Generate new business and build introducer relationships.

Skills

Financial Planning

Analytical Skills

Communication Skills

Customer Service

Attention to Detail

Education

Diploma in Financial Services

Diploma in Financial Advice

Tools

MS Office

CRM Systems

Job description

An established industry player is seeking an experienced Financial Advisor to join their team on an employed basis. This role offers a fantastic opportunity for professionals from both independent and banking backgrounds, providing robust lead generation and full administrative support. The successful candidate will focus on preparing financial plans, advising clients, and building strong relationships to enhance client retention. With national coverage and a commitment to personal development, this role is perfect for those looking to maximize their earning potential while delivering exceptional service in the financial services sector.