Financial Planner | Full Lead Support & Growth

Quilter Financial Planning; Southampton; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Attractive remuneration terms

Full paraplanning and admin support

Market-focused training

Business and personal development

Job summary

A leading financial services business is seeking an experienced Financial Advisor in Southampton. This role offers both employed and self-employed opportunities, supported by a robust lead generation process. Ideal candidates will possess a Diploma in Financial Advice and a strong background in financial planning. This position allows you to focus on advising clients while receiving full paraplanning and admin support. Experience with client relationships and compliance with regulations are essential. Attractive remuneration terms and training are provided. This is a chance to maximize your earning potential.

Qualifications

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

Responsibilities

• Ensure clients make wise financial decisions.
• Prepare sound financial plans for clients.
• Advise clients on financial issues and recommendations.
• Generate new business and build relationships.
• Maintain knowledge of regulations and financial products.

Skills

Financial planning experience

Analytical skills

Proficiency in MS Office

Strong communication skills

Customer-oriented attitude

Attention to detail

Education

Diploma in Financial Advice

Diploma in Financial Services

Tools

CRM systems

Job description

A leading financial services business is seeking an experienced Financial Advisor in Southampton. This role offers both employed and self-employed opportunities, supported by a robust lead generation process. Ideal candidates will possess a Diploma in Financial Advice and a strong background in financial planning. This position allows you to focus on advising clients while receiving full paraplanning and admin support. Experience with client relationships and compliance with regulations are essential. Attractive remuneration terms and training are provided. This is a chance to maximize your earning potential.