Employed Financial Planner with Leads & Growth Support

Quilter Financial Planning; Lewes; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Salary + bonus

Access to existing clients

Great team culture

Job summary

Quilter Financial Planning in East Sussex is seeking an experienced financial adviser to join a partner firm on an employed basis. You will manage and grow an existing client book with leads provided, and you will have full paraplanning and admin support.

The role focuses on delivering sound financial plans and client service. Ideal candidates have 12+ months advising experience, a Level 4 Diploma in UK Financial Advice, strong communication, attention to detail, and proficiency in MS Office and

Qualifications

• Minimum 12 months advising experience to manage and grow an existing client book.
• Proficiency in MS Office and CRM systems.
• Strong ethics with a customer-oriented attitude.

Responsibilities

• Generate new business.
• Advise clients on current financial issues and make recommendations.
• Prepare sound financial plans to meet targets.

Skills

Advising experience

Communication skills

Attention to detail

Math skills

Client relationship building

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning in East Sussex is seeking an experienced financial adviser to join a partner firm on an employed basis. You will manage and grow an existing client book with leads provided, and you will have full paraplanning and admin support.

The role focuses on delivering sound financial plans and client service. Ideal candidates have 12+ months advising experience, a Level 4 Diploma in UK Financial Advice, strong communication, attention to detail, and proficiency in MS Office and