Financial Advisor

JR United Kingdom; Bolton; On-site; GBP 30,000 - 60,000; Full time

Job summary

A prominent financial services firm seeks an experienced Financial Advisor based in Bolton. This role offers the chance to leverage robust leads and provides comprehensive support, allowing advisors to focus on client relationships and financial planning while maximizing their earning potential. Candidates must possess a Level 4 Diploma in UK Financial Advice and demonstrate strong financial advisory skills.

Benefits

Attractive remuneration terms

Full paraplanning and admin support

Market-focused training provided

Opportunities for personal development

Infrastructure to support service delivery

Qualifications

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

Responsibilities

• Help clients make wise and profitable financial decisions.
• Prepare financial plans to meet clients' targets.
• Generate new business and build relationships with introducers.

Skills

Attention to detail

Strong ethics

Excellent communication

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

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Client:

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Applicants must hold a Level 4 Diploma in UK Financial Advice

If you are an experienced Financial Advisor seeking an employed role, this could be the opportunity for you!

This position is ideal for experienced Financial Advisers, whether from an independent or banking background, who are frustrated with finding new clients and managing administrative tasks.

As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for a Financial Advisor to work on an Employed basis with one of our Strategic Partner firms.

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 opportunities
• An infrastructure to support Advisers in delivering first-class service and increasing income
• National coverage
• Opportunities to maximize earning potential

The Role:

• Help clients make wise and profitable financial decisions
• Prepare financial plans to meet clients' targets
• Advise on current financial issues and make recommendations
• Generate new business and build relationships with introducers
• Customize financial plans based on clients’ changing needs
• Build and maintain strong client relationships
• Stay updated on regulations, practices, and financial products

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 and customer-oriented attitude
• Excellent communication skills for building long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry sales experience
• Strong understanding of investment and pension business