Financial Advisor

Quilter Financial Planning; Nottingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Quilter Financial Planning in Nottingham seeks an experienced Financial Adviser on an employed basis. The role is hybrid with minimum 2 days in the office and the remainder working from home or on the road.

You will service an established client bank, nurture introducer relationships, network with professional peers, and contribute to CPD within a small, process-driven team. Sourcing opportunities both personally and centrally is expected.

Qualifications

• Must hold UK Level 6 in Financial Advice.
• Ability to manage a client bank and develop relationships.

Responsibilities

• Servicing an existing client bank (c50% capacity).
• Collaborating with solicitor and accountant introducers.
• Networking locally with professionals to build client base.
• Participating in network and team meetings to meet CPD requirements.
• Integrating into a small, process-driven team.
• Sourcing own work as well as benefitting from centrally sourced opportunities.

Skills

Personal organisation

Education

UK Level 6 in Financial Advice

Job description

** CANDIDATES MUST HOLD UK LEVEL 6 IN FINANCIAL ADVICE **

One of Quilter's partner firms who are based in Nottingham are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company. The role is on a hybrid basis of minimum 2 days per week in the office and the remainder working from home/ on the road.

Responsibilities of the role

• Servicing of existing client bank (c50% capacity) which comprises business owners, managers, retirees and their family members.
• Working alongside existing solicitor and accountant introducers and nurturing these relationships.
• Networking locally with other professionals to identify clients within the firms target market.
• Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
• Fitting in to a small, established process-driven team.
• Sourcing own work as well as being provided with centrally sourced opportunities.

Skills required

• Personal organisation

Knowledge preferred

Knowledge and direct experience with clients of:

• Later life and estate planning, including trusts