Financial Advisor

JR United Kingdom; Southampton; On-site; GBP 30,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Advisor to join their team. This role offers the chance to work in a supportive environment, where you can focus on delivering exceptional financial advice without the burden of administrative tasks. With a robust lead generation process and comprehensive support, you will have the resources to build strong client relationships and maximize your earning potential. If you are passionate about helping clients achieve their financial goals and thrive in a collaborative setting, this opportunity is perfect for you.

Benefits

Full paraplanning and admin support

Market focused training

Business and personal development

National coverage

Robust lead generation process

Attractive remuneration terms

Qualifications

• Proven experience as a financial planner with strong ethics.
• Ability to analyze financial information and comply with regulations.

Responsibilities

• Prepare sound financial plans to help clients meet their targets.
• Generate new business and build introducer relationships.
• Maintain knowledge of regulations and financial products.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Communication Skills

Attention to Detail

Math Skills

Customer-oriented Attitude

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Tools

MS Office

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 is 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