Financial Advisor — Employed/Self-Employed with Full Support

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

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.