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For Companies At a Glance
- Tasks: Help clients make smart financial decisions and prepare tailored financial plans.
- Company: Join a reputable firm in Lincolnshire known for ethical practices and client-focused service.
- Benefits: Enjoy a competitive salary, bonuses, and full support from a dedicated team.
- Why this job: This role offers growth opportunities and the chance to make a real impact on clients' lives.
- Qualifications: You need experience as a financial planner and strong communication skills.
- Other info: Access existing clients and benefit from market-focused training and development.
The predicted salary is between 36000 - 60000 £ per year.
One of our Strategic Partner firms at Quilter Financial Planning who are based in Lincolnshire are currently looking for experienced advisers to join their team where 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 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:
- Proven 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 Adviser (Lincolnshire) employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Lincolnshire)
✨Tip Number 1
Network with professionals in the financial services industry, especially those already working at Quilter Financial Planning. Attend local finance-related events or seminars in Lincolnshire to make connections and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and market trends. This will not only help you in interviews but also demonstrate your commitment to staying informed and providing the best advice to clients.
✨Tip Number 3
Prepare to discuss your previous client management experiences in detail. Highlight specific examples of how you've successfully grown a client base or improved client satisfaction, as this aligns with the role's focus on managing and growing an existing book of clients.
✨Tip Number 4
Showcase your communication skills by practising how you would explain complex financial concepts in simple terms. This is crucial for building long-term relationships with clients and will set you apart during the interview process.
We think you need these skills to ace Financial Adviser (Lincolnshire)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planner. Emphasise your ability to manage and grow client portfolios, and include any relevant qualifications or certifications that align with the requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial advisory industry and your commitment to ethical practices. Mention specific examples of how you've helped clients achieve their financial goals in the past.
Highlight Relevant Skills: In your application, focus on your analytical skills, attention to detail, and proficiency with MS Office and CRM systems. These are crucial for the role, so provide examples of how you've used these skills effectively in previous positions.
Showcase Your Communication Skills: Since outstanding communication is key for this role, consider including a brief section in your application that illustrates your ability to build long-term relationships with clients. This could be through testimonials or specific achievements in client management.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Experience
Be prepared to discuss your previous experience as a financial adviser in detail. Highlight specific examples of how you've managed and grown client portfolios, and be ready to explain the strategies you used to achieve success.
✨Demonstrate Ethical Standards
Since the firm operates under strict ethical guidelines, it's crucial to convey your commitment to ethical practices. Share instances where you've prioritised clients' best interests and adhered to regulations in your past roles.
✨Prepare for Financial Scenarios
Anticipate questions related to current financial issues and be ready to provide sound advice. Brush up on recent market trends and prepare to discuss how you would approach various financial planning scenarios.
✨Emphasise Communication Skills
Outstanding communication is key in this role. Practice articulating complex financial concepts in a clear and relatable manner. Be prepared to demonstrate how you've built long-term relationships with clients through effective communication.
