Financial Advisor

Quilter Financial Planning; Manchester; On-site; GBP 30,000 - 60,000; Full time

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

National coverage

Robust lead generation process

Job summary

An established industry player is seeking an experienced Financial Advisor to join their team on an employed basis. This role offers a fantastic opportunity for professionals from both independent and banking backgrounds, providing robust lead generation and full administrative support. The successful candidate will focus on preparing financial plans, advising clients, and building strong relationships to enhance client retention. With national coverage and a commitment to personal development, this role is perfect for those looking to maximize their earning potential while delivering exceptional service in the financial services sector.

Qualifications

• Proven experience as a financial planner with a strong understanding of investment and pension business.
• Ability to analyze financial information and comply with regulations.

Responsibilities

• Ensure clients make wise financial decisions and prepare sound financial plans.
• Generate new business and build introducer relationships.

Skills

Financial Planning

Analytical Skills

Communication Skills

Customer Service

Attention to Detail

Education

Diploma in Financial Services

Diploma in Financial Advice

Tools

MS Office

CRM Systems

Job description

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

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering 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
• 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.

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

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger

Seniority level: Not Applicable

Employment type: Full-time

Job function: Consulting, Finance, and Sales

Industries: Financial Services and Banking