Financial Advisor

Quilter Financial Planning; England; On-site; GBP 42,000 - 68,000; Full time

Benefits offered by this job

Salary + bonus

Access to existing clients.

Great team culture.

Job summary

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Quilter Financial Planning is seeking an employed financial adviser based in West Sussex to join a partner firm in our network. You will manage an existing book, benefit from robust leads, and work with full paraplanning and admin support to focus on client outcomes.

Candidates should have 12 months advising experience, a Level 4 Diploma in UK Financial Advice, and strong ethics with excellent communication skills to grow client relationships and generate new business.

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Qualifications

• Employed adviser with at least 12 months advising experience to manage an existing book.
• 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.
• Infrastructure to support Advisers delivering a first-class service to clients and maximise income.
• Opportunity to maximise earning potential.

Responsibilities

• Prepare sound financial plans to meet clients’ targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business.
• Support clients to make wise and profitable decisions.

Skills

Adviser experience

MS Office

CRM systems

Attention to detail

Communication skills

Ethics

Customer focus

Financial analysis

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Job Description

** Applicants must hold Level 4 Diploma in UK Financial Advice **

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the West Sussex area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you.

Requirements:

• Employed adviser with a minimum of 12 months advising experience to manage and grow an existing book of clients.


• 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


• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income


• Many great opportunities for Advisers to really maximise their earning potential.


• 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

About You:

• Minimum 12m 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

Benefits:

Salary + bonus

Access to existing clients.

Great team culture.