Financial Advisor

Quilter Financial Planning; England; On-site; Full time

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

Job summary

A financial services firm in the United Kingdom is seeking experienced financial advisers based in Bournemouth or Dorset. The ideal candidate will have a Level 4 Diploma in UK Financial Advice and at least 12 months' advising experience. Responsibilities include preparing financial plans, advising clients on financial issues, and managing existing client relationships. The firm offers a robust lead generation process, attractive remuneration, and comprehensive support for advisers to enhance their income.

Qualifications

• Minimum 12 months of advising experience.
• Ability to analyze financial information and comply with regulations.
• Strong ethics with a customer-oriented attitude.

Responsibilities

• Prepare sound financial plans to ensure clients meet their targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business and manage an existing book of clients.

Skills

Financial planning

Client relationship management

Attention to detail

Communication skills

Education

Level 4 Diploma in UK Financial Advice

Tools

MS Office

CRM systems

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 Bournemouth or Dorset 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