Financial Advisor - Employed or Self-Employed, Full Support

Quilter Financial Planning; United Kingdom; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Lead generation support

Full paraplanning and admin support

Market-focused training

Business and personal development

Job summary

Quilter Financial Planning is seeking an experienced Financial Advisor for a supported role across the UK. Work may be in-office and in the field, with full paraplanning and admin support to help you grow client base and income.

Leads are professionally introduced, with market-focused training and opportunities for personal development. National coverage enables broad advisory activities across the country.

Qualifications

• Diploma in Financial Advice or equivalent required.
• Experience as financial planner with knowledge of investments and pensions.
• Ability to comply with regulations and analyze financial information.

Responsibilities

• Generate new business and build introducer relationships.
• Prepare sound financial plans to meet clients' targets.
• Advise clients on current financial issues and make recommendations.
• Customise financial plans according to clients’ changing needs.
• Maintain and update knowledge of regulations, practices, and financial products.

Skills

Analytical skills

Communication skills

Attention to detail

Ethics

Relationship building

Education

Diploma in Financial Advice

Diploma in Financial Services

Tools

MS Office

CRM systems

Job description

Quilter Financial Planning is seeking an experienced Financial Advisor for a supported role across the UK. Work may be in-office and in the field, with full paraplanning and admin support to help you grow client base and income.

Leads are professionally introduced, with market-focused training and opportunities for personal development. National coverage enables broad advisory activities across the country.