Financial Advisor

Quilter Financial Planning; Nottingham; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

A financial advisory firm in Nottingham is looking for an experienced Financial Adviser to join their team on a hybrid basis. The role involves servicing an existing client bank, networking to identify potential clients, and working collaboratively with solicitor and accountant introducers. Candidates must hold UK Level 6 in Financial Advice and have knowledge in later life and estate planning. This position offers flexible working arrangements with a minimum of two days each week in the office.

Qualifications

• Candidates must hold UK Level 6 in Financial Advice.
• Experience with later life and estate planning, including trusts.

Responsibilities

• Servicing of existing client bank comprising business owners and retirees.
• Working alongside existing solicitor and accountant introducers.
• Networking locally to identify potential clients.
• Participating in network and team meetings for CPD.
• Operating within a process-driven team.
• Sourcing own work and utilizing 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