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- Tasks: Provide holistic financial advice to diverse clients and analyse financial data.
- Company: Join Quilter Financial Planning, a leading firm in the finance sector.
- Benefits: Enjoy a competitive salary, bonuses, hybrid work, and private medical insurance.
- Why this job: Make a real difference in clients' lives while advancing your finance career.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have strong interpersonal skills.
- Other info: Experience excellent career growth and support in a dynamic environment.
The predicted salary is between 28800 - 48000 £ per year.
Quilter Financial Planning is looking to connect with financial advisers across the UK to discuss existing opportunities. You must hold a UK Level 4 Diploma in Financial Advice.
One of Quilter's partner firms is currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of existing and new clients.
Skills:
- Understanding complex information - Analysing financial data
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
- Diploma in Financial Advice
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits:
- Competitive basic salary with strong bonus structure
- Paraplanning and admin support
- Hybrid working arrangement
- Private Medical Insurance, pension scheme, Death in service benefits
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
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! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. A personal recommendation can go a long way, especially in a field like financial advising.
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of financial products and current market trends. Being able to discuss these topics confidently will show potential employers that you’re the right fit for their team.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out Quilter Financial Planning’s website for openings and make sure to tailor your approach to what they’re looking for.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind for recruiters. It shows professionalism and enthusiasm for the role, which is always a plus in the financial sector.
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 Level 4 Diploma in Financial Advice and any relevant experience you have in providing holistic financial advice. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how your background makes you a great fit for Quilter. Keep it professional but let your personality come through!
Showcase Your Skills: In your application, be sure to showcase your understanding of complex financial information and your excellent interpersonal skills. We love candidates who can communicate effectively and adapt to different client needs!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining the Quilter 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 investment strategies and the latest market trends. Being able to discuss complex financial data confidently will show that you're not just qualified but also passionate about the field.
✨Showcase Your Interpersonal Skills
As a Financial Adviser, you'll need to connect with clients effectively. Prepare examples of how you've built relationships in the past, and be ready to demonstrate your listening skills during the interview. Remember, it's all about making clients feel understood and valued.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations, like how you'd handle a difficult client or a complex financial scenario. Think through your responses ahead of time, focusing on your problem-solving skills and adaptability.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to client management or how they support their advisers in professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
