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For Companies 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.
- 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.
- Other info: Flexible roles available, both employed and self-employed, across the UK.
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
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Financial Advisor employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals in your area. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨Tip Number 2
Familiarise yourself with the specific services and support offered by Quilter Financial Planning. Understanding their unique selling points will help you articulate how you can contribute to their team and align with their goals during interviews.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've navigated challenges in your financial advising career. Highlighting your problem-solving skills and ability to build long-term relationships will resonate well with the hiring team.
✨Tip Number 4
Stay updated on current financial regulations and market trends. Being knowledgeable about the latest developments will not only boost your confidence but also demonstrate your commitment to providing top-notch advice to clients.
We think you need these skills to ace Financial Advisor
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 both your CV and cover letter. Provide examples of how you've successfully advised clients and customised financial plans to meet their needs.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial in the financial services industry.
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 developed. This will demonstrate your expertise and suitability for the role.
✨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 success.
✨Prepare Questions
Have insightful questions ready to ask during the interview. Inquire about their lead generation process, training opportunities, and support systems for advisors. This demonstrates your interest in the role and helps you assess if the company is the right fit for you.
✨Demonstrate Your Communication Skills
As a Financial Advisor, strong communication is key. During the interview, practice clear and concise explanations of complex financial concepts. This will showcase your ability to communicate effectively with clients, which is crucial for building long-term relationships.
