Financial Advisor: Employed, Full Paraplanning Support & Growth

Quilter Financial Planning; England; On-site; Full time

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

Job summary

A financial services firm in the United Kingdom is seeking experienced financial advisers based in Bournemouth or Dorset. The ideal candidate will have a Level 4 Diploma in UK Financial Advice and at least 12 months' advising experience. Responsibilities include preparing financial plans, advising clients on financial issues, and managing existing client relationships. The firm offers a robust lead generation process, attractive remuneration, and comprehensive support for advisers to enhance their income.

Qualifications

• Minimum 12 months of advising experience.
• Ability to analyze financial information and comply with regulations.
• Strong ethics with a customer-oriented attitude.

Responsibilities

• Prepare sound financial plans to ensure clients meet their targets.
• Advise clients on current financial issues and make recommendations.
• Generate new business and manage an existing book of clients.

Skills

Financial planning

Client relationship management

Attention to detail

Communication skills

Education

Level 4 Diploma in UK Financial Advice

Tools

MS Office

CRM systems

Job description

A financial services firm in the United Kingdom is seeking experienced financial advisers based in Bournemouth or Dorset. The ideal candidate will have a Level 4 Diploma in UK Financial Advice and at least 12 months' advising experience. Responsibilities include preparing financial plans, advising clients on financial issues, and managing existing client relationships. The firm offers a robust lead generation process, attractive remuneration, and comprehensive support for advisers to enhance their income.