Employed Financial Advisor with Leads & Paraplanning

Quilter Financial Planning; Bolton; On-site; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Lead generation

Paraplanning support

Training provided

Career development

National coverage

Job summary

Quilter Financial Planning in the United Kingdom is looking for an experienced Financial Advisor to join us on an employed basis. You will work with one of our Strategic Partner firms to deliver professional financial planning and client service.

The role offers full paraplanning and admin support, comprehensive lead generation, and ongoing market-focused training to develop your advisory business and income potential.

Qualifications

• Proven experience as a financial planner.
• Ability to analyse financial information and comply with regulations.
• Diploma in Financial Advice.
• Industry Sales experience.
• Strong understanding of investment and pension business.
• Excellent interpersonal skills.
• Ambition and Hunger.

Responsibilities

• 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

Skills

Communication skills

Analytical ability

MS Office & CRM

Attention to detail

Customer-focused

Regulatory compliance

Education

Diploma in Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning in the United Kingdom is looking for an experienced Financial Advisor to join us on an employed basis. You will work with one of our Strategic Partner firms to deliver professional financial planning and client service.

The role offers full paraplanning and admin support, comprehensive lead generation, and ongoing market-focused training to develop your advisory business and income potential.