Financial Advisor

Quilter Financial Planning; England; On-site; GBP 50,000 - 90,000; Full time

Benefits offered by this job

Brand backing

Marketing support

Pre-qualified leads

National coverage

Job summary

Quilter Financial Advisers, part of Quilter Financial Planning, is seeking experienced Financial Planners to help clients achieve their financial goals. You will prepare sound financial plans, advise on current issues, generate new business and build introducer relationships, customizing plans to changing needs.

This self-employed opportunity offers the chance to set your own diary, operate within the Quilter brand, access marketing support, pre-qualified leads, and a national network across the

Qualifications

• Diploma in Financial Services is required.
• Proven experience as a financial planner.
• Ability to analyse financial information and comply with regulations.
• Strong ethics and customer-oriented approach.

Responsibilities

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

Skills

Proven financial planning experience

Regulatory analysis

MS Office & CRM

Attention to detail

Strong ethics

Excellent communication

Education

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern Ireland, to ensure this personal service is delivered in practice.

Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. We’re owned by Quilter, a leading provider of wealth management in the UK and internationally

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse 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
• Diploma in Financial Services

What are the benefits to becoming self-employed with QFA?

• A seamless transition enabling fee income and client service to continue without disruption
• Independent of day-to-day direct management controls
• Manage your own diary
• Build your business within our business
• Utilise the power of the Quilter brand
• Set your own business development, your own goals, run your own business within the safe environment and protection of the Quilter brand
• Financial and contract rates reflective of personal business growth and achievement
• Pre-qualified lead generation
• Use of an industry leading Brand
• Marketing support
• Attractive remuneration terms
• paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.