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- Tasks: Provide comprehensive financial advice and conduct in-depth client reviews.
- Company: Join a dynamic financial planning practice focused on holistic solutions.
- Benefits: Enjoy full admin support, 31 days holiday, and a pension scheme.
- Why this job: Be part of a supportive team with a 'can-do' attitude and career growth opportunities.
- Qualifications: Must hold Level 4 Diploma and have experience in financial services.
- Other info: Opportunity to build strong client relationships and expand your professional network.
The predicted salary is between 36000 - 60000 £ per year.
We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.
We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.
We have created an environment where the team‘s attitude is always a \”can-do\”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes.
Requirements
Responsibilities:
To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection
Setting up meetings, conducting in-depth reviews of clients\’ financial circumstances.
Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.
Keeping up to date with legislation and meeting the regulatory aspects of the role.
Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.
Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests
Essential Criteria:
Level 4 Diploma Qualified CII /LIBF equivalent
CAS Achieved / Hold annual SPS (Statement of Professional Standing)
Full Driving Licence
Experience working within a financial services background
Ability to build upon existing strong client relationships.
Skills in acquiring and bringing on new clients
Benefits
- Full Administration Service
- Full Paraplanning Support
- Pension
- Holidays – 31 days rising to 33 days over 2 years
- Expenses
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Employed Financial Adviser - Polestar employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employed Financial Adviser - Polestar
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with other advisers and potential clients. Building relationships can lead to referrals and opportunities that may not be advertised.
✨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 informed advice to clients, making you a more attractive candidate for the role.
✨Tip Number 3
Demonstrate your ability to use technology effectively in your practice. Familiarise yourself with financial planning software and tools that can streamline processes, as this aligns with our commitment to embracing technology.
✨Tip Number 4
Prepare to discuss your approach to client acquisition during interviews. Highlight any successful strategies you've used in the past, such as networking or referral programmes, to show how you can contribute to our growth.
We think you need these skills to ace Employed Financial Adviser - Polestar
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles where you've provided comprehensive financial advice. Emphasise your Level 4 Diploma and any other qualifications that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to Polestar. Discuss your previous training and how it has prepared you for a holistic financial planning role. Mention your ability to build client relationships and your commitment to compliance.
Showcase Your Skills: In your application, provide specific examples of how you've conducted in-depth reviews of clients' financial circumstances and designed financial strategies. Highlight your experience with risk analysis and your proactive approach to client acquisition.
Research Polestar: Familiarise yourself with Polestar's values and services. Understanding their approach to financial planning will help you align your application with their ethos and demonstrate your genuine interest in joining their team.
How to prepare for a job interview at Quilter
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial knowledge, especially regarding investments, pensions, and protection. Be prepared to discuss recent changes in legislation and how they might impact clients, as this will demonstrate your commitment to staying informed.
✨Demonstrate Client-Centric Thinking
During the interview, highlight your ability to build strong client relationships. Share examples of how you've successfully understood client needs and provided tailored financial solutions, as this aligns with the company's holistic approach.
✨Emphasise Your Team Spirit
Since the company values a 'can-do' attitude, be sure to express your enthusiasm for teamwork. Discuss how you have collaborated with colleagues in the past to achieve positive outcomes for clients, showcasing your ability to work well within a supportive environment.
✨Prepare Questions About Support Systems
As the role involves back-office support, prepare insightful questions about the paraplanning and compliance services offered. This shows that you are serious about utilising these resources to enhance your performance and provide excellent service to clients.
