Experienced Financial Advisor: Full Support, Leads, Training

Quilter Financial Planning; Greater London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Robust lead generation process

Full paraplanning and admin support

Market-focused training

Business and personal development opportunities

Job summary

Quilter Financial Planning in Greater London is offering an exceptional opportunity for experienced Financial Advisors to enhance their careers. The role includes providing financial advice, preparing tailored plans, and building strong client relationships. Employees will receive robust support including leads generation, administrative assistance, and training to maximize earning potential. Ideal candidates will have a Diploma in Financial Advice, proven financial planning skills, and a customer-focused approach. This position can be either employed or self-employed.

Qualifications

• Proven experience as a financial planner.
• Ability to analyse financial information and comply with regulations.
• Attention to detail and strong math skills.

Responsibilities

• Ensure clients make wise financial decisions.
• Prepare sound financial plans to meet targets.
• Generate new business and build relationships.

Skills

Financial planning

Client relationship management

Regulatory compliance

Financial analysis

Communication skills

Education

Diploma in Financial Advice

Tools

MS Office

CRM systems

Job description

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

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 all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.

The Role:

• 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

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