At a Glance
- Tasks: Help clients achieve financial goals with expert advice and tailored plans.
- Company: Join a leading firm in Bournemouth, part of Quilter Financial Planning.
- Benefits: Attractive salary, full support, training, and growth opportunities.
- Other info: Dynamic team environment with strong focus on personal and professional development.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Level 4 Diploma in UK Financial Advice and 12 months advising experience.
The predicted salary is between 49500 - 60500 £ 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 Bournemouth or Dorset area to join their team. If you are an experienced adviser who is looking for an employed opportunity, this could be for you.
Requirements:
- 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.
Financial Advisor: Employed, Full Paraplanning Support & Growth in Bournemouth employer: Quilter Financial Planning
Quilter offers an exceptional working environment for Financial Advisers in Exeter, combining a competitive salary with a generous commission structure and hybrid working options. The firm prides itself on its collaborative culture, providing ample opportunities for professional growth and a clear pathway to business ownership, making it an ideal choice for ambitious individuals looking to make a meaningful impact in their careers.
Contact Details:
Quilter Financial Planning Recruitment Team
