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- Tasks: Become a self-employed Independent Financial Adviser, managing your own clients and diary.
- Company: Join an award-winning firm recognised for excellence in financial advice and support services.
- Benefits: Enjoy uncapped earnings, flexible working, and comprehensive support including tech and compliance.
- Why this job: Make a real impact by helping clients with their financial goals while enjoying a flexible lifestyle.
- Qualifications: Must hold a Level 4 Diploma and be a driven, self-motivated UK Financial Adviser.
- Other info: Work from home or access office space; great for those wanting to build their own client book.
The predicted salary is between 48000 - 108000 £ per year.
*** 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 Planning are offering an excellent opportunities for Financial Advisors. 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 processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational 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 GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients’ changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial productsAbout You:Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesQualifications:Diploma in Financial AdviceIndustry Sales experienceStrong understanding of investment and pension businessExcellent interpersonal skills goals.Ambition and Hunger
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LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local finance-related events or webinars to build connections and learn about potential opportunities. This can help you gain insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in the financial services market. Being knowledgeable about current issues will not only boost your confidence but also demonstrate your commitment to providing the best advice for clients.
✨Tip Number 3
Develop a strong personal brand online. Use platforms like LinkedIn to showcase your expertise, share relevant content, and engage with potential clients. A well-crafted online presence can attract attention from both clients and employers.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial advisory roles. Focus on demonstrating your client-centric approach and how you plan to build and manage your own client book effectively.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and any relevant experience as a Financial Advisor. Emphasise your skills in business development and client management, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your commitment to putting clients first. Mention specific achievements or experiences that demonstrate your ability to build and manage a client book.
Highlight Relevant Qualifications: Clearly state your qualifications, including your CF30 status and any additional certifications. This will help the company see that you meet their minimum requirements right away.
Showcase Your Business Plan: If you have a credible business plan or existing client book, summarise it briefly in your application. This will show your potential employer that you are serious about developing your own client base and succeeding in the role.
How to prepare for a job interview at LinkedIn
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant certifications during the interview. This demonstrates your commitment to the profession and reassures the interviewer of your expertise.
✨Demonstrate Client-Centric Thinking
Since the company prioritises client interests, be prepared to discuss how you have previously put clients first. Share specific examples of how you've tailored financial advice to meet individual client needs.
✨Prepare for Business Development Questions
As the role involves building your own client book, expect questions about your business development strategies. Think about how you plan to attract and retain clients, and be ready to share your ideas.
✨Familiarise Yourself with the Company
Research the company's accolades and their approach to financial advising. Being knowledgeable about their awards and services will show your genuine interest in the role and help you align your answers with their values.
