Financial Advisor

Quilter Financial Planning; Southampton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Attractive remuneration terms

Full paraplanning and admin support

Market-focused training

Business and personal development

National coverage

Income potential

Job summary

A leading financial services business is seeking an experienced Financial Advisor in Southampton. This role offers both employed and self-employed opportunities, supported by a robust lead generation process. Ideal candidates will possess a Diploma in Financial Advice and a strong background in financial planning. This position allows you to focus on advising clients while receiving full paraplanning and admin support. Experience with client relationships and compliance with regulations are essential. Attractive remuneration terms and training are provided. This is a chance to maximize your earning potential.

Qualifications

• Proven experience as a financial planner.
• Ability to analyze financial information and comply with regulations.
• Strong ethics with a customer-oriented attitude.
• Attention to detail and strong math skills.
• Strong ethics, with a customer-oriented attitude.
• Outstanding communication skills and ability to foster relationships.
• Diploma in Financial Services or equivalent qualification.
• Experience with investment and pension business is advantageous.

Responsibilities

• Ensure clients make wise financial decisions.
• Prepare sound financial plans for clients.
• Advise clients on financial issues and recommendations.
• Generate new business and build relationships.
• Maintain knowledge of regulations and financial products.
• Maintain relationships to retain clients and grow income.
• Keep knowledge up-to-date on regulations and products.

Skills

Financial planning experience

Analytical skills

Proficiency in MS Office

Strong communication skills

Customer-oriented attitude

Attention to detail

Education

Diploma in Financial Advice

Diploma in Financial Services

Diploma in Financial Services

Industry Sales experience

Tools

CRM systems

Job description

Any applicant must hold Level 4 Diploma in UK financial advice

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