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- Tasks: Help clients achieve financial goals with tailored advice and plans.
- Company: Join Quilter Financial Planning, a leading name in financial services.
- Benefits: Enjoy full admin support, market training, and attractive pay.
- Why this job: Be part of a supportive team that values your growth and client success.
- Qualifications: Must have Level 4 Diploma in UK Financial Advice and relevant experience.
- Other info: Opportunities for personal development and national coverage to maximise earnings.
The predicted salary is between 36000 - 60000 £ per year.
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Direct message the job poster from Quilter Financial Planning.
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 is offering an excellent opportunity for a Financial Advisor to work on both an Employed and a 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
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Consulting, Finance, and Sales
Industries
- Accounting, Financial Services, and Banking
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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 services industry. Attend local finance-related events or join online forums to connect with other Financial Advisors and potential clients. Building relationships can lead to referrals and insights about job opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to potential employers. Consider subscribing to financial news outlets or joining professional associations.
✨Tip Number 3
Prepare for interviews by practising common questions specific to financial advising. Focus on how you can leverage the support and resources offered by Quilter Financial Planning to enhance client relationships and drive business growth.
✨Tip Number 4
Showcase your interpersonal skills during networking and interviews. Highlight your ability to build long-term relationships with clients, as this is crucial for success in the role of a Financial Advisor. Use examples from your past experiences to illustrate your strengths.
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 don't let it get buried in your application.
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 how you've successfully advised clients and met their financial goals.
Emphasise Soft Skills: Since strong communication and interpersonal skills are crucial for this role, make sure to highlight these in your application. Provide examples of how you've built long-term relationships with clients and maintained a customer-oriented attitude.
Tailor Your Application: Customise your CV and cover letter to align with the job description provided by Quilter Financial Planning. Mention how your skills and experiences match their requirements, such as your proficiency in MS Office and CRM systems, and your attention to detail.
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 advise clients effectively.
✨Demonstrate Your Client Relationship Skills
Since building strong relationships is key for a Financial Advisor, 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.
✨Stay Updated on Financial Regulations
Be ready to talk about your knowledge of current financial regulations and practices. This shows that you are proactive and committed to maintaining compliance, which is crucial in the financial services industry.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions where you may need to analyse financial information or provide recommendations. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to make sound financial decisions.
