At a Glance
- Tasks: Help clients make smart financial decisions and create tailored financial plans.
- Company: Join Quilter Financial Planning, a leading financial services business with a strong advisor network.
- Benefits: Enjoy full admin support, attractive pay, and opportunities for personal development.
- Other info: Flexible roles available, both employed and self-employed, across the UK.
- Why this job: This role offers growth, support, and the chance to maximise your earning potential.
- Qualifications: You need a Diploma in Financial Advice and proven experience in financial planning.
The predicted salary is between 28800 - 48000 £ per year.
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!
This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.
The Benefits:
- 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
- National coverage.
- Many great opportunities for Advisers to really maximise their earning potential.
The Role:
- 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 and build introducer relationships
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations, practices, and financial products
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
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills goals.
- Ambition and Hunger
Financial Advisor in Broughton employer: Quilter Financial Planning
Quilter Financial Planning is an exceptional employer for Financial Advisors, offering a supportive environment that prioritises your professional growth and success. With comprehensive paraplanning and admin support, robust lead generation, and market-focused training, you can focus on what you do best—advising clients and maximising your earning potential. Our strong network across the UK ensures that you are part of a collaborative team dedicated to delivering first-class service and achieving financial goals together.
Contact Details:
Quilter Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Broughton
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events or join local financial planning groups to meet potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Familiarise yourself with Quilter Financial Planning's services and values. Understanding their approach will help you tailor your conversations during interviews and demonstrate how you align with their mission and can contribute to their success.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've navigated challenges in your financial advising career. Highlighting specific examples will showcase your expertise and ability to generate new business, which is crucial for this role.
✨Tip Number 4
Stay updated on the latest financial regulations and market trends. Being knowledgeable about current issues will not only help you in interviews but also show your commitment to providing informed advice to clients.
We think you need these skills to ace Financial Advisor in Broughton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience as a Financial Advisor. Focus on your ability to analyse financial information, your proficiency with MS Office and CRM systems, and any relevant qualifications like the Diploma in Financial Services.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and how your background aligns with the responsibilities outlined in the job description. Mention your experience in generating new business and building client relationships.
Showcase Your Skills:Emphasise your strong communication skills and attention to detail in your application. Provide examples of how you've successfully advised clients and customised financial plans to meet their needs.
Highlight Your Ambition:Convey your ambition and hunger for success in the financial services industry. Discuss your goals for personal and professional development, and how you plan to maximise your earning potential in this role.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Experience
Be prepared to discuss your previous roles as a Financial Advisor in detail. Highlight specific achievements, such as successful client relationships or innovative financial plans you've created. This will demonstrate your capability and experience in the field.
✨Understand the Company’s Values
Research Quilter Financial Planning and understand their mission and values. Be ready to explain how your personal values align with theirs, especially regarding client service and ethical practices. This shows that you are not just looking for any job, but are genuinely interested in contributing to their team.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to demonstrate how you would handle specific client situations or financial challenges. Practising these scenarios can help you articulate your thought process and problem-solving skills effectively during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the support systems in place for advisors, the lead generation process, or opportunities for professional development. This shows your enthusiasm for the role and your desire to grow within the company.
