Financial Advisor

Quilter Financial Planning; Warrington; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Lead generation

Paraplanning support

Training program

Career development

National coverage

Job summary

Quilter Financial Planning in the United Kingdom is seeking an experienced Financial Advisor for an employed role within a Strategic Partner firm. The role focuses on helping clients meet financial goals, preparing sound plans, and providing sound advice backed by regulatory knowledge.

Full paraplanning and administrative support are provided. Leads are generated through a robust process, and there is substantial training and development, with wide national coverage to grow earnings and client

Qualifications

• Must hold Level 4 Diploma in UK Financial Advice.
• Proven experience as a financial planner.
• Proficiency in MS Office and CRM systems.
• Strong ethics with a customer-oriented attitude.
• Outstanding communication skills and ability to foster long-term relationships.
• Attention to detail and strong math skills.
• Industry sales experience.

Responsibilities

• 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.

Skills

Communication skills

Attention to detail

Mathematical ability

Relationship building

Customer-oriented

Education

Level 4 Diploma in UK Financial Advice

Diploma in Financial Services

Diploma in Financial Advice

Tools

MS Office

CRM systems

Job description

** Applicants must hold Level 4 Diploma in UK Financial Advice **

If you are an experienced Financial Advisor seeking an employed 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 an Employed basis with one of our Strategic Partner firms.

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
• Excellent interpersonal skills goals.
• Ambition and Hunger