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- Tasks: Help clients achieve their financial goals with expert advice and tailored plans.
- Company: Join Quilter Financial Planning, a leading firm in holistic financial services.
- Benefits: Attractive salary, bonuses, full support, and opportunities for personal growth.
- Why this job: Make a real difference in clients' lives while maximising your earning potential.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Be part of a supportive team culture with national coverage and growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team.Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines.Requirements: Employed experienced adviser to manage and grow an existing book of clients.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.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 relationshipsAbout 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 relationships
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Financial Adviser employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream job at Quilter.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, be ready to discuss your experience and how you can help clients achieve their financial goals. Confidence is key!
✨Tip Number 3
Don’t forget to follow up! After any meeting or interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the Quilter team and ready to take your career to the next level.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Adviser role. Highlight your experience in managing client portfolios and any relevant qualifications, like your Diploma in Financial Services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our ethical guidelines. Let us know how you can help clients achieve their financial goals.
Showcase Your Communication Skills: As a Financial Adviser, communication is key. In your application, demonstrate your ability to build long-term relationships with clients. Share examples of how you've successfully advised clients on financial issues in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Numbers
As a financial adviser, you’ll need to demonstrate your proficiency in analysing financial information. Brush up on key metrics and be ready to discuss how you've used data to make informed decisions for clients in the past.
✨Showcase Your Ethics
Quilter values strong ethics, so be prepared to share examples of how you've maintained integrity in your previous roles. Think about situations where you prioritised client interests over personal gain.
✨Build Rapport
Outstanding communication skills are crucial. Practice active listening and think of ways to connect with your interviewer. Share stories that highlight your ability to foster long-term relationships with clients.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare scenarios where you had to advise clients on complex financial issues, and outline the steps you took to ensure they met their goals.