Financial Advisor

Quilter Financial Planning; West of England; On-site; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Lead generation

Paraplanning support

Admin support

Market-focused training

Professional development

National coverage

Job summary

Quilter Financial Planning is seeking an experienced Financial Adviser to join a highly supported role, with both employed and self-employed options. You will operate within a nationwide advisor network, benefiting from full paraplanning and admin support to focus on client engagement.

You will leverage a robust lead generation process, market-focused training, and a structure designed to maximise earnings while delivering first-class financial guidance to clients.

Qualifications

• Proven experience as a financial planner.
• Ability to analyse financial information and comply with regulations.
• Proficiency with MS Office and CRM systems.

Responsibilities

• Ensure clients make wise and profitable decisions to meet their financial goals.
• Prepare sound financial plans to meet client targets.
• Advise clients on current financial issues and provide recommendations.
• Generate new business and build introducer relationships.
• Customize financial plans to clients’ changing needs.
• Build strong relationships to retain existing clients.

Skills

Financial analysis

Regulatory compliance

CRM systems

MS Office

Attention to detail

Strong ethics

Communication skills

Relationship building

Education

Diploma in Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

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