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- Tasks: Provide holistic financial advice and support investment professionals.
- Company: Join a reputable firm partnered with Quilter, known for client-focused services.
- Benefits: Enjoy a competitive salary, bonus package, and back-office support.
- Why this job: Make a real impact by helping clients achieve their financial goals in a collaborative environment.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have some industry sales experience.
- Other info: Ideal for those passionate about finance and building lasting client relationships.
The predicted salary is between 30000 - 50000 £ per year.
CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE.
One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.
Skills:
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
Benefits:
- Competitive salary and bonus package
- Back-office support
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 professionals in the financial sector, especially those who are already working as Financial Advisors. Attend industry events or webinars to connect with potential employers and gain insights into the role.
✨Tip Number 2
Stay updated on the latest trends and regulations in the financial industry. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession.
✨Tip Number 3
Prepare for interviews by practising common questions related to financial advice and client management. Role-playing with a friend can help you articulate your thoughts clearly and confidently.
✨Tip Number 4
Showcase your interpersonal skills during networking and interviews. Being personable and approachable is key in this role, so be sure to highlight your ability to build relationships with clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Relevant Qualifications: Make sure to prominently feature your UK Level 4 Diploma in 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 any industry sales experience you have, as well as your understanding of the investment business. Use specific examples to demonstrate how you've successfully applied these skills in previous roles.
Emphasise Interpersonal Skills: Since excellent interpersonal skills are crucial for this position, provide examples of how you've built client relationships or collaborated with teams in the past. This will help illustrate your ability to connect with clients and colleagues alike.
Tailor Your Application: Customise your CV and cover letter to reflect the specific skills and attributes mentioned in the job description. Use keywords from the listing to ensure your application aligns with what the company is looking for.
How to prepare for a job interview at Quilter Financial Planning
✨Showcase Your Qualifications
Make sure to highlight your UK Level 4 Diploma in Financial Advice during the interview. Be prepared to discuss how your qualifications have equipped you to provide holistic financial advice.
✨Demonstrate Analytical Skills
Since the role requires understanding complex information and analysing financial data, be ready to share examples of how you've successfully navigated complex financial scenarios in the past.
✨Emphasise Interpersonal Skills
Excellent interpersonal skills are crucial for this position. Prepare to discuss how you've built and maintained client relationships, and consider sharing a specific success story that showcases your communication abilities.
✨Prepare for Team Collaboration Questions
As teamwork is essential, think about times when you've collaborated with others to achieve a common goal. Be ready to explain your role in those situations and how you contributed to the team's success.
