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

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.