Financial Adviser – Retention & Client Growth

Quilter Financial Planning; West of England; On-site; GBP 35,000 - 65,000; Full time

Job summary

Quilter Financial Planning in Bristol is recruiting an experienced Financial Adviser on an employed basis to join their established team. The role focuses on servicing an existing client bank, nurturing introducer relationships, and networking locally to identify new clients.

Candidates must hold UK Level 4 in Financial Advice and have a minimum of 3 years advising experience, with a track record of building long-term client relationships and retaining or inheriting a client bank.

Qualifications

• Minimum of 3 years advising experience.
• Knowledge and direct experience with clients of: Proven experience of servicing, retaining or inheriting an existing client bank.
• Success in building long-term client relationships.
• CANDIDATES MUST HOLD UK LEVEL 4 IN FINANCIAL ADVICE

Responsibilities

• Servicing of existing client bank which comprises business owners, managers, retirees and their family members.
• Working alongside existing professional introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firms target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

Skills

Personal organisation

Education

UK Level 4 in Financial Advice

Job description

** CANDIDATES MUST HOLD UK LEVEL 4 IN FINANCIAL ADVICE **

One of Quilter's partner firms who are based in Bristol are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company.

Responsibilities of the role

• Servicing of existing client bank which comprises business owners, managers, retirees and their family members.
• Working alongside existing professional introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firms target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

Skills required

• Personal organisation

Knowledge preferred

Minimum of 3 years advising experience

Knowledge and direct experience with clients of:

• Proven experience of servicing, retaining or inheriting an existing client bank
• Success in building long-term client relationships