Financial Adviser

JR United Kingdom; England; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in financial planning seeks experienced advisers to join their team in Lincolnshire. This role offers a unique opportunity to manage an existing book of clients, supported by a robust lead generation process and full paraplanning and admin support. With market-focused training and personal development opportunities, you will be equipped to provide first-class service, ensuring clients make wise financial decisions. If you have a proven track record in financial planning and a commitment to ethical practices, this is the perfect chance to maximize your earning potential while making a significant impact on clients' financial success.

Benefits

Full Paraplanning Support

Admin Support

Market-Focused Training

Business Development Opportunities

Qualifications

• Proven experience as a financial planner with strong ethics.
• Ability to analyze financial information and comply with regulations.

Responsibilities

• Manage and grow an existing book of clients while advising on financial issues.
• Prepare sound financial plans to help clients meet their targets.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Communication Skills

Attention to Detail

Ethics

Tools

MS Office

CRM Systems

Job description

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One of our Strategic Partner firms at Quilter Financial Planning, based in Lincolnshire, is currently looking for experienced advisers to join their team. Their advisers are highly qualified and operate under strict ethical guidelines.

Requirements:

1. Employed experienced adviser to manage and grow an existing book of clients.
2. All leads are professionally introduced through a robust lead generation process.
3. Attractive remuneration terms.
4. Full paraplanning and admin support.
5. Market-focused training provided.
6. Business and personal development opportunities.
7. An infrastructure to fully support all Advisers in delivering a first-class service to clients, enhancing your income.
8. Many great opportunities for Advisers to maximize their earning potential.
9. Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
10. Prepare sound financial plans to help clients meet their targets.
11. Advise clients on current financial issues and make appropriate recommendations.
12. Generate new business.

About You:

• Proven experience as a financial planner.
• Ability to analyze 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.