Financial Adviser
other jobs Quilter Financial Planning Job
Added before 8 Days
- England,London,City of London
- full-time
- Commission only
Job Description:
*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***
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 Advisers are offering an excellent opportunities for Financial Advisers. As a business we operate a strong network of advisers based across the UK and our 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 para-planning 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 client’s 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 maths 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
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 Advisers are offering an excellent opportunities for Financial Advisers. As a business we operate a strong network of advisers based across the UK and our 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 para-planning 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 client’s 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 maths 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
Job number 1740616