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- Tasks: Help clients make smart financial decisions and create tailored financial plans.
- Company: Join Quilter Financial Planning, a leading name in financial services.
- Benefits: Enjoy full admin support, market training, and attractive pay with national coverage.
- Why this job: This role offers growth, client relationships, and the chance to maximise your earnings.
- Qualifications: Must have a Level 4 Diploma in UK Financial Advice and proven experience.
- Other info: Ideal for those seeking a supportive environment to thrive as a Financial Advisor.
The predicted salary is between 36000 - 60000 £ 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
Qualifications:
- Diploma in Financial Services
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills
- Ambition and hunger
Locations
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 webinars where you can meet potential colleagues and clients, as building relationships is key in this field.
✨Tip Number 2
Familiarise yourself with Quilter Financial Planning's services and values. Understanding their approach will help you tailor your conversations and demonstrate how you can contribute to their mission during interviews.
✨Tip Number 3
Prepare to discuss your previous client successes and how you've navigated challenges in your career. Being able to share specific examples will showcase your experience and problem-solving skills effectively.
✨Tip Number 4
Stay updated on current financial regulations and market trends. This knowledge will not only enhance your confidence but also show your commitment to providing informed advice to clients, which is crucial for a Financial Advisor role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your Level 4 Diploma in UK Financial Advice in your CV and cover letter. This is a key requirement for the role, so it should be easily visible.
Showcase Your Experience: Detail your previous experience as a Financial Advisor, focusing on your ability to generate new business and build client relationships. Use specific examples to demonstrate your success in these areas.
Tailor Your Application: Customise your CV and cover letter to reflect the specific responsibilities and benefits mentioned in the job description. Emphasise your skills in financial planning, compliance, and client relationship management.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in UK Financial Advice during the interview. This qualification is essential for the role, so be prepared to discuss how it has equipped you with the necessary skills and knowledge to excel as a Financial Advisor.
✨Demonstrate Your Client Relationship Skills
Since building strong relationships is key in this role, come prepared with examples of how you've successfully managed client relationships in the past. Discuss specific strategies you've used to retain clients and generate new business.
✨Be Ready to Discuss Financial Planning
Prepare to talk about your approach to creating financial plans. Be ready to explain how you analyse financial information and tailor plans to meet clients' changing needs, showcasing your analytical skills and attention to detail.
✨Understand the Company’s Values
Research Quilter Financial Planning and their strategic partner firms before the interview. Understanding their values and how they support their advisors will help you align your answers with what they are looking for in a candidate.
