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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 attractive pay, full admin support, training, and opportunities for personal growth.
- Why this job: This role offers a chance to thrive in a supportive environment while maximising 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 36000 - 60000 £ 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
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills
- Ambition and hunger
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 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 products. Being knowledgeable about current trends will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've helped them achieve their financial goals. This will demonstrate your capability and experience, making you a more attractive candidate.
✨Tip Number 4
Showcase your communication skills by engaging in mock interviews or discussions with friends. Being able to articulate your thoughts clearly will help you stand out during the interview process.
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 company's needs. Mention your experience in generating new business and building client relationships, as well as your commitment to providing excellent service.
Showcase Your Achievements: Include specific examples of how you've helped clients achieve their financial goals in previous roles. This could be through sound financial planning or by advising on investment strategies. Quantify your achievements where possible to demonstrate your impact.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Attention to detail is crucial in the financial sector, and a polished application reflects your professionalism.
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 created. 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 a list of 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 skills are crucial. During the interview, practice clear and concise communication. Use examples from your past experiences to illustrate how you’ve effectively communicated complex financial concepts to clients.
