Junior Financial Advisor: Remote Start with Mentors & Leads

Quilter Financial Planning; Whiteley; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Adviser bonuses

Incentives and rewards

Validation rewards

Paraplanning support

Lead flow access

Career development path

Job summary

Quilter Financial Planning is recruiting an ambitious Financial Adviser at the start of their career. The role focuses on client relationships, following up leads, and working with a supportive team to deliver great outcomes.

You will receive comprehensive training, paraplanning support, and access to quality leads while progressing toward an advisory career with mentoring from experienced advisers. Office presence is weekly.

Qualifications

• Passion for starting a career in financial advice.
• Excellent communication and relationship-building skills.
• Keen to develop professionally in a supportive team.
• Willing to work remotely with weekly office collaboration.

Responsibilities

• Taking over and managing clients passed across by senior advisers.
• Building relationships with existing ad hoc clients and transitioning them to ongoing service.
• Following up and converting qualified leads from referral partnerships.
• Working with mortgage and protection advisers to introduce prospective clients.
• Developing business from wills and estate planning referrals.
• Conducting client meetings primarily over the phone, with occasional Teams use.

Skills

Communication skills

Relationship-building

Client service

Job description

Quilter Financial Planning is recruiting an ambitious Financial Adviser at the start of their career. The role focuses on client relationships, following up leads, and working with a supportive team to deliver great outcomes.

You will receive comprehensive training, paraplanning support, and access to quality leads while progressing toward an advisory career with mentoring from experienced advisers. Office presence is weekly.