At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and strong relationships.
- Company: Join Quilter Financial Planning, a leading financial services business.
- Benefits: Enjoy attractive pay, full support, and opportunities for personal growth.
- Other info: Dynamic role with national coverage and excellent earning potential.
- Why this job: Make a real impact on clients' financial futures while developing your career.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 36000 - 60000 £ per year.
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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.
Overview
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
- Customize 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
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Consulting, Finance, and Sales
Industries
- Accounting, Financial Services, and Banking
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Financial Advisor in Newcastle upon Tyne 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 Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisors and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to impress someone with your skills. Prepare a short, engaging summary of your experience and what makes you a great Financial Advisor. This will help you stand out in conversations and interviews.
✨Tip Number 3
Leverage our website! We’ve got loads of resources and job listings tailored for Financial Advisors. Make sure to check it out regularly and apply directly through us to increase your chances of getting noticed by employers.
✨Tip Number 4
Stay updated on industry trends! Read up on the latest financial news and regulations. This not only helps you in interviews but also shows potential employers that you’re passionate and knowledgeable about your field.
We think you need these skills to ace Financial Advisor in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Advisor role. Highlight your proven experience in financial planning and any relevant qualifications, like your Diploma in Financial Advice.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your ability to build strong relationships and your customer-oriented attitude, as these are key for us at Quilter Financial Planning.
Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Talk about how you’ve helped clients meet their financial goals or any successful projects you've led. This will help us see your potential impact.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around investment and pension products. Be ready to discuss current market trends and how they affect clients' financial decisions. This shows you’re not just experienced but also up-to-date!
✨Showcase Your Client Relationships
Prepare examples of how you've built and maintained strong relationships with clients in the past. Highlight your communication skills and how you’ve customised financial plans to meet their needs. This will demonstrate your customer-oriented attitude.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations, like how you would handle a difficult client or adapt a financial plan based on changing regulations. Practising these scenarios can help you articulate your thought process clearly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s lead generation process and support systems. This shows your interest in the role and helps you understand how you can thrive within their framework. Plus, it gives you a chance to assess if the company is the right fit for you!
