Financial Advisor

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

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

National coverage

Job summary

A leading financial services business is seeking a Financial Advisor to join its supportive network. The role offers opportunities on both Employed and Self-Employed bases. You will ensure clients make wise financial decisions and prepare sound plans tailored to their needs. Ideal candidates should have a Level 4 Diploma in Financial Planning and proven experience in financial planning. The position includes support in lead generation, training, and business development to maximize earning potential.

Qualifications

• Proven experience as a financial planner required.
• Ability to analyze financial information and comply with regulations.
• Strong ethics and a customer-oriented attitude.

Responsibilities

• Ensure clients make wise financial decisions.
• Prepare sound financial plans.
• Advise clients on financial issues and make recommendations.
• Generate new business and build introducer relationships.
• Customize financial plans according to clients’ needs.
• Build strong relationships to retain existing clients.

Skills

Financial planning

Client relationship management

Analytical skills

Communication skills

Attention to detail

Math skills

Education

Level 4 Diploma in Financial Planning

Diploma in Financial Advice

Tools

MS Office

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
• 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