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- Tasks: Help clients make smart financial decisions and create tailored financial plans.
- Company: Join a supportive team focused on holistic financial advice and client success.
- Benefits: Enjoy attractive pay, full support, and training to boost your career.
- Why this job: This role offers growth opportunities and the chance to make a real impact on clients' lives.
- Qualifications: Must have a Level 4 Diploma in Financial Advice and strong communication skills.
- Other info: Ideal for experienced advisers looking to expand their expertise in a dynamic environment.
The predicted salary is between 28800 - 48000 £ per year.
*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career.. 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: 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 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
Make sure to network with other financial advisers and professionals in the industry. Attend relevant events or webinars where you can meet potential colleagues and clients, as building relationships is key in this role.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only help you in your role but also demonstrate your commitment to providing the best advice to clients.
✨Tip Number 3
Consider obtaining additional certifications or training that can enhance your skills in holistic financial advice. This will set you apart from other candidates and show your dedication to professional growth.
✨Tip Number 4
Prepare to discuss your previous experiences in detail during the interview. Be ready to share specific examples of how you've successfully helped clients achieve their financial goals, as this will highlight your expertise and suitability for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to prominently feature your 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 manager sees.
Showcase Relevant Experience: Detail your experience as a Mortgage Adviser or Financial Adviser. Use specific examples to demonstrate how you've successfully helped clients achieve their financial goals and how you can bring that expertise to this new role.
Emphasize Soft Skills: Since the role requires strong communication and relationship-building skills, provide examples of how you've fostered long-term relationships with clients. Highlight your customer-oriented attitude and ethical approach to advising.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements and responsibilities 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 Level 4 Diploma in Financial Advice during the interview. This is a key requirement, and demonstrating your knowledge and expertise will set you apart from other candidates.
✨Demonstrate Your Analytical Skills
Be prepared to discuss how you analyze financial information and comply with regulations. Share specific examples of how you've successfully navigated complex financial situations in the past.
✨Emphasize Relationship Building
Since building strong relationships is crucial for this role, come ready to share your strategies for fostering long-term client relationships. Highlight any past experiences where you successfully retained clients or generated new business.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ethical decision-making. Practice articulating how you would handle various financial advising situations to demonstrate your customer-oriented attitude.
