Financial Advisor

Quilter Financial Planning; Newcastle upon Tyne; Vor Ort; GBP 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Attractive remuneration terms

Full paraplanning and admin support

Market focused training

Zusammenfassung

A leading financial services company is seeking an experienced Financial Advisor to work on both employed and self-employed bases in Newcastle upon Tyne. The role involves ensuring clients make wise financial decisions, preparing plans, and generating new business. Candidates should have a Diploma in Financial Advice and proven financial planning experience. Support and great earning potential provided.

Qualifikationen

• Proven experience as a financial planner.
• Ability to analyze financial information and comply with regulations.
• Outstanding communication skills to foster long-term relationships.

Aufgaben

• Ensure clients make wise and profitable decisions.
• Prepare financial plans to meet client targets.
• Generate new business and build introducer relationships.

Kenntnisse

Financial planning

Analytical skills

Communication skills

Customer-oriented attitude

Attention to detail

Ausbildung

Diploma in Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Jobbeschreibung

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If you are an experienced Financial Advisor seeking a more supported 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.

Overview

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

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
• Customize 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

• Accounting, Financial Services, and Banking

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