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- Tasks: Help clients with financial planning and build strong professional relationships.
- Company: Join a reputable financial firm in Nottingham with a supportive team.
- Benefits: Hybrid work model, competitive pay, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on continuous learning.
- Why this job: Make a real difference in clients' lives while developing your finance career.
- Qualifications: Experience in financial advising and strong organisational skills.
The predicted salary is between 36000 - 60000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 6 IN FINANCIAL ADVICE
One of Quilter’s partner firms who are based in Nottingham are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company. The role is on a hybrid basis of minimum 2 days per week in the office and the remainder working from home/ on the road.
Responsibilities of the role
- Servicing of existing client bank (c50% capacity) which comprises business owners, managers, retirees and their family members.
- Working alongside existing solicitor and accountant introducers and nurturing these relationships.
- Networking locally with other professionals to identify clients within the firms target market.
- Partaking in network and team meetings including sharing knowledge and best practice to maintain CPD requirements.
- Fitting in to a small, established process-driven team.
- Sourcing own work as well as being provided with centrally sourced opportunities.
Skills required
- Personal organisation
Knowledge preferred
Knowledge and direct experience with clients of:
- Later life and estate planning, including trusts
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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 like a pro! Get out there and connect with local professionals, especially solicitors and accountants. They can be your best allies in finding clients and opportunities.
✨Tip Number 2
Show off your expertise! When you're in meetings or networking events, share your knowledge about later life and estate planning. This not only builds your credibility but also attracts potential clients.
✨Tip Number 3
Stay organised! Keep track of your client interactions and follow-ups. A well-organised approach will help you manage your existing client bank effectively while sourcing new opportunities.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Advisor role. Plus, it’s the best way to ensure your application gets noticed by the right people.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Advisor role. Highlight your experience with clients, especially in later life and estate planning, as well as any relevant relationships with solicitors and accountants.
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 personal organisation skills and how you can contribute to the team’s success.
Showcase Your Networking Skills: Since networking is key in this role, share examples of how you've successfully built relationships in the past. This will show us that you can thrive in our process-driven team environment.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning, especially around later life and estate planning. Be ready to discuss how you've worked with clients in similar situations and how you can add value to their financial journeys.
✨Build Rapport
Since this role involves nurturing relationships with solicitors and accountants, practice how you'll build rapport during the interview. Think of examples where you've successfully collaborated with other professionals and how that benefited your clients.
✨Showcase Your Networking Skills
Prepare to talk about your networking strategies. Have a few stories ready about how you've identified and engaged potential clients in the past. This will show that you're proactive and understand the importance of expanding your client base.
✨Be Process-Driven
As part of a process-driven team, it's crucial to demonstrate your organisational skills. Share examples of how you've managed your workload effectively, especially when sourcing your own work while also handling existing clients.