Financial Advisor

Quilter Financial Planning

Newcastle upon Tyne

On-site

GBP 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Attractive remuneration terms

Full paraplanning and admin support

Market focused training

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Financial planning

Analytical skills

Communication skills

Customer-oriented attitude

Attention to detail

Education

Diploma in Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

3 days ago Be among the first 25 applicants

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Direct message the job poster from Quilter Financial Planning

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