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 full admin support, attractive pay, and opportunities for personal development.
- Other info: Flexible roles available, both employed and self-employed, across the UK.
- Why this job: This role offers a supportive environment to grow your career and maximise earnings.
- Qualifications: Must hold a Level 4 Diploma in UK financial advice and have proven experience.
The predicted salary is between 36000 - 60000 £ per year.
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
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills
- Ambition and hunger
Locations
Financial Advisor in Hampshire, Portsmouth employer: Quilter Financial Planning
Quilter Financial Planning is an exceptional employer for Financial Advisors, offering a supportive environment that prioritises your professional growth and success. With comprehensive paraplanning and admin support, robust lead generation, and market-focused training, you can focus on what you do best—advising clients and maximising your earning potential. Our strong network across the UK ensures that you are part of a collaborative team dedicated to delivering first-class service and achieving financial goals together.
Contact Details:
Quilter Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Hampshire, Portsmouth
✨Tip Number 1
Network with other financial advisors and professionals in the industry. Attend local finance-related events or join online forums to connect with potential colleagues and clients. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also help you provide better advice to clients. Consider subscribing to financial news outlets or joining professional associations.
✨Tip Number 3
Leverage social media platforms to showcase your expertise. Share insights, articles, and tips related to financial planning. Engaging content can attract potential clients and demonstrate your knowledge in the field.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial advising. Be ready to discuss your approach to client relationships and how you handle financial planning challenges. This preparation will help you stand out during the selection process.
We think you need these skills to ace Financial Advisor in Hampshire, Portsmouth
Some tips for your application 🫡
Highlight Your 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 don't let it get buried in the details.
Showcase Relevant Experience:Detail your previous experience as a Financial Advisor, especially any roles where you successfully generated new business or built strong client relationships. Use specific examples to demonstrate your skills and achievements.
Tailor Your Application:Customise your CV and cover letter to reflect the specific requirements of the job at Quilter Financial Planning. Mention your understanding of investment and pension business, as well as your proficiency in MS Office and CRM systems.
Emphasise Soft Skills:In addition to technical skills, highlight your outstanding communication skills and customer-oriented attitude. Provide examples of how you've fostered long-term relationships with clients in your previous roles.
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 sound financial plans. You might want to share a case study or example where you helped a client achieve their financial goals, showcasing your analytical skills and attention to detail.
✨Understand the Company’s Support Structure
Familiarise yourself with Quilter Financial Planning's support systems, such as their lead generation process and paraplanning services. Being knowledgeable about how they assist their advisors will show your genuine interest in the role and how you can leverage these resources to succeed.
