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.
- Benefits: Enjoy attractive pay, full support, and opportunities for personal growth.
- Other info: Dynamic role with national coverage and strong support for advisers.
- Why this job: Make a real impact on clients' financial futures while maximising your earning potential.
- Qualifications: Must have Level 4 Diploma in UK Financial Advice and proven experience.
The predicted salary is between 36000 - 60000 £ per year.
Applicants must hold Level 4 Diploma in UK Financial Advice.
If you are an experienced Financial Advisor seeking an employed 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 an Employed basis with one of our Strategic Partner firms.
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
- Ambition and hunger
Financial Advisor (Investments / Pensions) in Manchester employer: Quilter Financial Planning
Quilter Financial Planning is an exceptional employer for Financial Advisors, offering a supportive work environment with comprehensive paraplanning and admin assistance, allowing you to focus on what you do best—advising clients. With a robust lead generation process and market-focused training, you will have the tools and opportunities to maximise your earning potential while enjoying a culture that prioritises personal and professional development. Join us in a role that not only rewards your expertise but also fosters long-term client relationships in a dynamic and collaborative setting.
Contact Details:
Quilter Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor (Investments / Pensions) in Manchester
✨Network Like a Pro
Get out there and connect with people in the financial services industry. Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Remember, it’s all about building relationships!
✨Showcase Your Expertise
Consider hosting a webinar or writing articles on financial topics that interest you. This not only demonstrates your knowledge but also helps you attract potential clients who are looking for guidance. Plus, it’s a great way to get your name out there!
✨Leverage Social Media
Use platforms like LinkedIn to share insights, tips, and success stories related to financial planning. Engaging content can help you build a following and establish yourself as a go-to expert in the field. Don’t forget to interact with your audience!
✨Apply Through Our Website
If you’re keen on joining us at Quilter Financial Planning, make sure to apply through our website. It’s the best way to ensure your application gets noticed, and you’ll have access to all the resources we offer to support your career growth!
We think you need these skills to ace Financial Advisor (Investments / Pensions) in Manchester
Some tips for your application 🫡
Show Off Your Qualifications:Make sure to highlight your Level 4 Diploma in UK Financial Advice right at the start. We want to see that you meet the basic requirements, so don’t be shy about showcasing your qualifications!
Tailor Your Application:Take a moment to customise your application for this role. Mention your experience as a financial planner and how it aligns with the responsibilities listed. We love seeing candidates who take the time to connect their skills with what we’re looking for.
Be Personable:Your communication skills are key! Use a friendly tone in your application to show us your customer-oriented attitude. We’re all about building relationships, so let your personality shine through!
Apply Through Our Website:Don’t forget to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Quilter Financial Planning
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investments and pensions. Be ready to discuss current market trends and how they impact client decisions. This shows you're not just qualified but also passionate about the industry.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your ability to generate new business and build strong client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Demonstrate Your Ethics
As a Financial Advisor, ethics are crucial. Be prepared to discuss how you handle conflicts of interest and ensure compliance with regulations. This will reassure the interviewers that you prioritise your clients' best interests.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company’s approach to client management and support for advisors. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
