Financial Advisor

Quilter Financial Planning; Salford; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Generous business splits

Equity/share options

Scope to build the team

Job summary

Quilter Financial Planning seeks an experienced Financial Adviser in Salford to manage portfolio reviews and provide holistic financial advice.

This pivotal role offers a unique opportunity to influence the business's growth and work in a supportive environment. Generous splits on business generated and equity options are available.

Qualifications

• Must hold UK Level 4 Diploma in Financial Advice.
• Experience in providing holistic financial advice.
• Ability to manage portfolio reviews and lead clients effectively.

Responsibilities

• Provide holistic financial advice across pensions, investments, protection, and estate planning.
• Lead the upcoming portfolio review and manage this process.
• Help grow the firm’s client base through new business.

Skills

Holistic financial advice

Portfolio management

Relationship development

Education

UK Level 4 Diploma in Financial Advice

Job description

CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE

One of Quilter's partner firms located in Salford is currently looking to recruit an experienced, ambitious Financial Adviser to join their growing business.

With a portfolio coming up for review shortly, this is a pivotal moment and they need someone capable of managing that review process and helping shape the next stage of growth.

This is a rare opportunity to join a well-supported business at a crucial point in its development.

Whether you’re already self-employed and looking for better infrastructure, or you’re an employed adviser ready to take more ownership, this could be the opportunity for you.

What’s on offer

• Generous splits on both provided business and self-generated business.
• Employed option available for advisers bringing assets or a transferable client base.
• Equity/share options available – become a true stakeholder in the business.
• Scope to build the team.

Responsibilities required for the role

• Provide holistic financial advice across pensions, investments, protection, and estate planning.
• Lead the upcoming portfolio review and manage this process to ensure optimal outcomes for clients.
• Help grow the firm’s client base through new business and relationship development.
• Collaborate closely with the support team to ensure high standards of service and compliance.