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 in the UK.
- Benefits: Enjoy full admin support, attractive pay, and opportunities for personal development.
- Other info: Flexible roles available, both employed and self-employed, with national coverage.
- Why this job: This role offers growth, strong 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 targetsAdvise 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
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with other financial professionals to gain insights and referrals. Attend industry events or join online forums where you can connect with potential clients and colleagues who might help you in your job search.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and market trends. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've helped them achieve their financial goals. Real-life examples will showcase your expertise and ability to build strong relationships, which is crucial for this role.
✨Tip Number 4
Research Quilter Financial Planning thoroughly. Understand their values, services, and the support they offer to advisers. Tailoring your conversation to align with their mission will show that you're genuinely interested in being part of their team.
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 Advice.
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 materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and clearly presented.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Advisor. Discuss specific cases where you successfully helped clients achieve their financial goals, as this will demonstrate your capability and expertise in the field.
✨Understand the Company’s Values
Research Quilter Financial Planning and understand their mission and values. Be prepared to discuss how your personal values align with theirs, as cultural fit is often just as important as skills and experience.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client relationships. Think of examples from your past experiences where you navigated challenges or made significant decisions.
✨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.
