Financial Advisor

Quilter Financial Planning; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A distinguished financial advisory firm is seeking experienced financial advisers based in the East Sussex area. Ideal candidates will have at least 12 months of advising experience and a Level 4 Diploma in UK Financial Advice. The role includes advising clients on financial issues, preparing financial plans, and managing existing relationships. Comprehensive support, training, and attractive remuneration terms will be provided to enable candidates to maximize their earning potential.

Qualifications

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

Responsibilities

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

Skills

Client relationship management

Financial planning

Attention to detail

Communication

Education

Level 4 Diploma in UK Financial Advice

Tools

MS Office

CRM systems

Job description

Overview

Applicants must hold Level 4 Diploma in UK Financial Advice. One of our Strategic Partner firms at Quilter Financial Planning is currently looking for financial advisers who are based in the East 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