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- Tasks: Help clients achieve financial goals and provide expert advice on financial matters.
- Company: Join a supportive team at Quilter Financial Planning in East Sussex.
- Benefits: Competitive salary, bonuses, and access to existing clients.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Level 4 Diploma in UK Financial Advice and 12 months advising experience.
- Other info: Enjoy a great team culture with opportunities for personal and business development.
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.
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.
- Diploma in Financial Services.
Benefits:
- Salary + bonus.
- Access to existing clients.
- Great team culture.
Financial Advisor in Brighton employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Brighton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend local events or join online forums to build relationships that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your insights on financial planning through social media or blogs. This not only highlights your knowledge but also attracts potential employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a financial adviser. We recommend role-playing with a friend or using mock interview platforms to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented advisers like you to join our team at Quilter Financial Planning.
We think you need these skills to ace Financial Advisor in Brighton
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 essential requirements, so don’t be shy about showcasing your qualifications!
Tailor Your Experience: When detailing your experience, focus on your 12 months of advising. We’re looking for how you've managed and grown client relationships, so share specific examples that demonstrate your success in this area.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your communication skills shine through in your writing.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Quilter Financial Planning
✨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’s approach to client management and their lead generation process. This shows that you're not only interested in the position but also keen on understanding how you can contribute to their success.