Job Description
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!
This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.
The Benefits:
* All leads are professionally introduced through a robust lead generation process
* Attractive remuneration terms
* Full paraplanning and admin support
* Market focused training provided
* Business and personal development
* An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
* National coverage.
* Many great opportunities for Advisers to really maximise their earning potential.
The Role:
* Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
* Prepare sound financial plans to ensure clients meet their targets
* Advise clients on current financial issues and make recommendations
* Generate new business and build introducer relationships
* Customise financial plans according to clients’ changing needs
* Build strong relationships to retain existing clients
* Maintain and update knowledge of regulations, practices, and financial products
About You:
* Proven experience as a financial planner
* Ability to analyse financial information and comply with regulations
* Proficiency in MS Office and CRM systems
* Attention to detail and strong math skills
* Strong ethics, with a customer-oriented attitude
* Outstanding communication skills, with the ability to foster long-term relationships
* Diploma in Financial Services
Qualifications:
* Diploma in Financial Advice
* Industry Sales experience
* Strong understanding of investment and pension business
* Excellent interpersonal skills goals.
* Ambition and Hunger