Financial Advisor: Fully Supported with Leads

Quilter Financial Planning; Portsmouth; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Full paraplanning and admin support

Market focused training

Business and personal development

National coverage

Job summary

A leading financial services business is seeking a Financial Advisor to join its supportive network. The role offers opportunities on both Employed and Self-Employed bases. You will ensure clients make wise financial decisions and prepare sound plans tailored to their needs. Ideal candidates should have a Level 4 Diploma in Financial Planning and proven experience in financial planning. The position includes support in lead generation, training, and business development to maximize earning potential.

Qualifications

• Proven experience as a financial planner required.
• Ability to analyze financial information and comply with regulations.
• Strong ethics and a customer-oriented attitude.

Responsibilities

• Ensure clients make wise financial decisions.
• Prepare sound financial plans.
• Advise clients on financial issues and make recommendations.
• Generate new business and build introducer relationships.
• Customize financial plans according to clients’ needs.
• Build strong relationships to retain existing clients.

Skills

Financial planning

Client relationship management

Analytical skills

Communication skills

Attention to detail

Math skills

Education

Level 4 Diploma in Financial Planning

Diploma in Financial Advice

Tools

MS Office

CRM systems

Job description

A leading financial services business is seeking a Financial Advisor to join its supportive network. The role offers opportunities on both Employed and Self-Employed bases. You will ensure clients make wise financial decisions and prepare sound plans tailored to their needs. Ideal candidates should have a Level 4 Diploma in Financial Planning and proven experience in financial planning. The position includes support in lead generation, training, and business development to maximize earning potential.