At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and sound planning.
- 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 strong earning potential and national coverage.
- Why this job: Make a real impact by guiding clients to financial success.
- Qualifications: Must hold Level 4 Diploma in UK Financial Advice and have relevant experience.
The predicted salary is between 40000 - 50000 £ per year.
** Applicants must hold Level 4 Diploma in UK Financial Advice **
If you are an experienced Financial Advisor seeking an employed 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 an
Employed basis with one of our Strategic Partner firms.
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 Bolton 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
