Financial Advisor

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

Benefits offered by this job

Lead generation

Remuneration terms

Paraplanning support

Training and development

Personal development

National coverage

Job summary

Quilter Financial Planning is seeking an experienced Financial Advisor to join a supportive network across the UK. The role offers both employed and self-employed paths with full paraplanning and admin support, facilitating a client-centered advisory service.

Ideal candidates will have Level 4 Diploma in Financial Planning and a proven track record in financial planning, with strong regulatory knowledge and CRM proficiency.

Qualifications

• Level 4 Diploma in Financial Planning is required.
• Proven experience as a financial planner is essential.
• Proficiency with MS Office and CRM systems is expected.
• Attention to detail and strong math skills are important.

Responsibilities

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.
• Prepare sound financial plans to help clients meet 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.

Skills

Financial planning experience

Regulatory compliance

MS Office proficiency

CRM systems

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Job description

**Any applicant must have Level 4 Diploma in 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.

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
• 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