Financial Adviser

JR United Kingdom; Greater Lincolnshire; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading financial planning firm in Lincolnshire seeks experienced advisers to join their team. The role involves managing client relationships, preparing financial plans, and generating new business opportunities. With full support and training, advisers can maximize their earning potential while adhering to strict ethical guidelines.

Benefits

Attractive remuneration terms

Full paraplanning and admin support

Market-focused training provided

Business and personal development opportunities

Qualifications

• Proven experience as a financial planner required.
• Ability to analyze financial information and comply with regulations.
• Strong ethics and customer-oriented attitude.

Responsibilities

• Manage and grow an existing book of clients.
• Prepare sound financial plans to ensure clients meet their targets.
• Generate new business and advise clients on financial issues.

Skills

Attention to detail

Strong math skills

Outstanding communication skills

Customer-oriented attitude

Education

Proven experience as a financial planner

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, thereby 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 ensure clients meet their targets.
11. Advise clients on current financial issues and make 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.