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For Companies At a Glance
- Tasks: Provide holistic financial advice and analyse complex financial data for clients.
- Company: Join a dynamic team in Southampton, dedicated to delivering top-notch financial services.
- Benefits: Enjoy excellent remuneration, bonuses, and full administrative support.
- Why this job: Be part of a collaborative culture that values professionalism and client confidentiality.
- Qualifications: Must hold a UK Level 4 Diploma in Financial Advice and have industry sales experience.
- Other info: Strong understanding of the investment business and excellent interpersonal skills are essential.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
** Any applicant must hold Level 4 Diploma in UK financial advice **
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
- 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
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 local meetups in Southampton to build connections and gain insights into the role.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your ability to provide informed advice.
✨Tip Number 3
Prepare for potential role-play scenarios during interviews where you may need to demonstrate your advisory skills. Practising how to communicate complex financial information clearly can set you apart from other candidates.
✨Tip Number 4
Showcase your interpersonal skills by preparing examples of how you've successfully built relationships with clients or colleagues in previous roles. This will highlight your ability to work collaboratively and maintain client confidentiality.
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 one of the first things the hiring team sees.
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 your past roles have prepared you for this position.
Emphasise Interpersonal Skills: Since excellent interpersonal skills are crucial for a Financial Advisor, include examples of how you've successfully communicated with clients or worked in teams. This will help illustrate your ability to build relationships.
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 understanding complex information is key, be ready to discuss examples of how you've analysed financial data in previous roles. This will show your ability to handle the intricacies of financial advising.
✨Emphasise Team Collaboration
Financial advising often requires teamwork. Share experiences where you've successfully collaborated with others, showcasing your interpersonal skills and ability to work within a team.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle specific client situations. Prepare some scenarios that demonstrate your professionalism, adaptability, and commitment to client confidentiality.