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For Companies At a Glance
- Tasks: Help clients achieve financial goals and provide expert advice on financial matters.
- Company: Join a leading firm in financial planning with a supportive team culture.
- Benefits: Attractive salary, bonuses, and access to existing clients for growth.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Level 4 Diploma in Financial Advice and 12 months advising experience required.
- Other info: Enjoy professional development and a robust support system to enhance your success.
The predicted salary is between 36000 - 60000 £ per year.
Applicants must hold Level 4 Diploma in UK Financial Advice. One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the East Sussex area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you.
Responsibilities
- Employed adviser with a minimum of 12 months advising experience to manage and grow an existing book of clients.
- 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.
- Many great opportunities for Advisers to really maximise their earning potential.
- 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.
About You
- Minimum 12 months 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.
Benefits
- Salary + bonus.
- Access to existing clients.
- Great team culture.
Financial Advisor - Quilter Financial Planning employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Quilter Financial Planning
✨Network Like a Pro
Get out there and connect with other financial professionals! Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that sweet financial advisor gig.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you've helped clients achieve their financial goals. This is your time to shine and show them why you're the perfect fit for their team.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your pitch to what Quilter Financial Planning is all about. Highlight your experience and how it aligns with their values and client-focused approach. Show them you’ve done your homework!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Advisor - Quilter Financial Planning
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 Diploma in UK Financial Advice right at the start. We want to see that you meet the basic requirements, so don’t be shy about showcasing your credentials!
Tailor Your Experience: When detailing your experience, focus on your 12 months of advising. Share specific examples of how you've managed and grown client portfolios, as this is key for us at Quilter Financial Planning.
Demonstrate Your Skills: We love a good communicator! Use your application to show off your outstanding communication skills and customer-oriented attitude. Give us examples of how you've built long-term relationships with clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity with Quilter Financial Planning.
How to prepare for a job interview at Jobster
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around the latest regulations and market trends. Being able to discuss current financial issues confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully managed client relationships or generated new business. This will help demonstrate your ability to grow an existing book of clients, which is key for this role.
✨Practice Your Communication Skills
Since outstanding communication is crucial, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable with articulating your thoughts clearly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and how they support their advisers. This shows that you're serious about the role and eager to understand how you can contribute to their success.
